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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.6K- 1.33% |
$849K - $908K
|
1.38M
$72M
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-16.7K- 1.68% |
$763K - $817K
|
978K
$51.1M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-12.3K- 8.15% |
$562K - $601K
|
139K
$7.26M
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-12.2K- 19.51% |
$558K - $597K
|
50.5K
$2.64M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.8K- 14.38% |
$540K - $578K
|
70.6K
$3.69M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-11.1K- 3.12% |
$505K - $540K
|
344K
$18M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.8K- 5.78% |
$493K - $527K
|
176K
$9.2M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.6K- 5.69% |
$483K - $517K
|
176K
$9.18M
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-9.61K- 2.15% |
$438K - $469K
|
437K
$22.8M
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-8.27K- 10.03% |
$377K - $404K
|
74.2K
$3.88M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.26K- 1.11% |
$377K - $403K
|
737K
$38.5M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.44K- 8.72% |
$339K - $363K
|
78K
$4.07M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-6.57K- 1.1% |
$300K - $321K
|
593K
$31M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.55K- 3.48% |
$253K - $271K
|
154K
$8.04M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-5.49K- 4.12% |
$250K - $268K
|
128K
$6.67M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.33K- 0.88% |
$198K - $211K
|
489K
$25.5M
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-4.21KClosed |
$192K - $205K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.02K- 1.34% |
$183K - $196K
|
296K
$15.5M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.65K- 2.17% |
$166K - $178K
|
164K
$8.58M
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.47K- 18.05% |
$158K - $169K
|
15.8K
$823K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.35K- 0.07% |
$153K - $163K
|
4.53M
$237M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.8K- 12.86% |
$128K - $137K
|
19K
$991K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.56K- 3.87% |
$117K - $125K
|
63.7K
$3.33M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.5K- 1.18% |
$114K - $122K
|
208K
$10.9M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.48K- 9.03% |
$113K - $121K
|
25K
$1.31M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.43K- 14.84% |
$111K - $118K
|
13.9K
$728K
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
SELL
|
- |
-2.35K- 2.27% |
$107K - $114K
|
101K
$5.28M
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-2.2K- 7.58% |
$100K - $107K
|
26.8K
$1.4M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.07K- 0.37% |
$94.3K - $101K
|
550K
$28.7M
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.06K- 3.03% |
$94K - $101K
|
66K
$3.45M
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.06K- 16.01% |
$93.8K - $100K
|
10.8K
$563K
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2K- 2.77% |
$91.3K - $97.7K
|
70.2K
$3.67M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.79K- 61.3% |
$81.4K - $87.1K
|
1.13K
$58.9K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.55K- 12.83% |
$70.7K - $75.6K
|
10.5K
$550K
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-1.5K- 6.46% |
$68.4K - $73.2K
|
21.7K
$1.14M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.38K- 1.8% |
$63.1K - $67.5K
|
75.4K
$3.94M
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 2.01% |
$61.4K - $65.7K
|
65.5K
$3.42M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.24K- 8.74% |
$56.3K - $60.2K
|
12.9K
$673K
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.19K- 6.73% |
$54K - $57.8K
|
16.4K
$858K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.18K- 6.88% |
$53.9K - $57.7K
|
16K
$837K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 1.07% |
$53.1K - $56.8K
|
108K
$5.63M
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.11K- 13.49% |
$50.6K - $54.1K
|
7.11K
$372K
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 1.19% |
$50.3K - $53.9K
|
91.3K
$4.77M
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.1K- 4.55% |
$50.2K - $53.7K
|
23.1K
$1.21M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.07K- 0.31% |
$48.7K - $52.1K
|
345K
$18M
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1K- 15.81% |
$45.6K - $48.8K
|
5.33K
$278K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-998- 4.87% |
$45.5K - $48.7K
|
19.5K
$1.02M
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-996- 10.8% |
$45.4K - $48.6K
|
8.23K
$430K
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-954- 5.25% |
$43.5K - $46.5K
|
17.2K
$899K
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-936- 2.98% |
$42.7K - $45.7K
|
30.4K
$1.59M
|