Latest Institutional Sells of Wisdomtree Tr U.S. Midcap Divi (DON)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S. Midcap Divi (DON) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-3.7K- 30.17% |
$171K - $189K
|
8.57K
$458K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.4K- 2.45% |
$157K - $174K
|
136K
$7.24M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.23K- 4.58% |
$149K - $165K
|
67.3K
$3.6M
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-3.22K- 8.16% |
$149K - $165K
|
36.2K
$1.94M
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.09K- 1.65% |
$142K - $158K
|
183K
$9.8M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.04K- 10.02% |
$140K - $155K
|
27.3K
$1.46M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.64K- 18.44% |
$122K - $135K
|
11.7K
$624K
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.56K- 9.87% |
$118K - $131K
|
23.3K
$1.25M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.39K- 66.98% |
$110K - $122K
|
1.18K
$62.9K
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 2.37% |
$110K - $121K
|
98K
$5.24M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.21K- 16.58% |
$102K - $113K
|
11.1K
$595K
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 2.35% |
$99.1K - $110K
|
89.2K
$4.76M
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-2.01K- 2.45% |
$92.6K - $103K
|
80K
$4.27M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2K- 14.85% |
$92.3K - $102K
|
11.5K
$613K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.88K- 2.54% |
$86.8K - $96.1K
|
72K
$3.85M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.87K- 11.65% |
$86.2K - $95.4K
|
14.2K
$756K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 81.09% |
$84.2K - $93.2K
|
425
$22.7K
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.82K- 8.53% |
$84K - $93K
|
19.5K
$1.04M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.76K- 5.23% |
$81.3K - $90K
|
31.9K
$1.7M
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 2.63% |
$79.7K - $88.3K
|
63.8K
$3.41M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.72K- 18.43% |
$79.5K - $88K
|
7.62K
$407K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.64K- 15.21% |
$75.7K - $83.9K
|
9.14K
$488K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.56K- 3.11% |
$72K - $79.8K
|
48.6K
$2.6M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.51K- 4.55% |
$69.6K - $77.1K
|
31.7K
$1.69M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.5K- 8.09% |
$69.3K - $76.7K
|
17.1K
$911K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 1.34% |
$66.5K - $73.7K
|
106K
$5.68M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.42K- 26.32% |
$65.4K - $72.4K
|
3.96K
$212K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.32K- 17.04% |
$61.1K - $67.6K
|
6.44K
$344K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.26K- 3.05% |
$58.1K - $64.4K
|
40K
$2.14M
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.26K- 2.61% |
$58K - $64.3K
|
46.9K
$2.5M
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.25K- 21.03% |
$57.5K - $63.7K
|
4.68K
$250K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.2K- 1.48% |
$55.2K - $61.1K
|
79.5K
$4.25M
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.19K- 5.65% |
$54.9K - $60.8K
|
19.8K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 0.68% |
$51.9K - $57.5K
|
163K
$8.71M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.1K- 11.56% |
$50.9K - $56.4K
|
8.44K
$451K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.06K- 1.42% |
$48.7K - $53.9K
|
73.2K
$3.91M
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-981- 5.37% |
$45.3K - $50.2K
|
17.3K
$925K
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-946- 5.5% |
$43.7K - $48.4K
|
16.3K
$869K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-925- 3.71% |
$42.7K - $47.3K
|
24K
$1.28M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-871- 5.63% |
$40.2K - $44.5K
|
14.6K
$780K
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-837- 0.66% |
$38.6K - $42.8K
|
127K
$6.78M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-830- 1.76% |
$38.3K - $42.4K
|
46.4K
$2.48M
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-821- 0.74% |
$37.9K - $42K
|
110K
$5.89M
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-715- 1.08% |
$33K - $36.6K
|
65.2K
$3.49M
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-714- 19.91% |
$33K - $36.5K
|
2.87K
$153K
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-711- 2.23% |
$32.8K - $36.4K
|
31.2K
$1.67M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-710- 1.92% |
$32.8K - $36.3K
|
36.2K
$1.93M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-690- 4.36% |
$31.9K - $35.3K
|
15.1K
$808K
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-688- 2.98% |
$31.8K - $35.2K
|
22.4K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-669- 11.38% |
$30.9K - $34.2K
|
5.21K
$278K
|