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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-665- 4.28% |
$31.9K - $35.3K
|
14.9K
$760K
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-625- 1.0% |
$30K - $33.1K
|
62.1K
$3.17M
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-583- 8.18% |
$28K - $30.9K
|
6.54K
$334K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-550- 1.42% |
$26.4K - $29.2K
|
38.3K
$1.96M
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-547- 0.3% |
$26.3K - $29K
|
182K
$9.32M
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-535- 6.96% |
$25.7K - $28.4K
|
7.16K
$366K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-533- 92.7% |
$25.6K - $28.3K
|
42
$2.15K
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-510- 1.72% |
$24.5K - $27K
|
29.1K
$1.49M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-483- 3.2% |
$23.2K - $25.6K
|
14.6K
$746K
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-465- 7.65% |
$22.3K - $24.7K
|
5.61K
$287K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-434- 9.92% |
$20.8K - $23K
|
3.94K
$201K
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-426- 1.05% |
$20.5K - $22.6K
|
40.3K
$2.06M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-391- 5.4% |
$18.8K - $20.7K
|
6.85K
$350K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-386- 6.73% |
$18.5K - $20.5K
|
5.35K
$274K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-369- 1.43% |
$17.7K - $19.6K
|
25.4K
$1.3M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-358- 26.0% |
$17.2K - $19K
|
1.02K
$52.1K
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-357- 1.79% |
$17.1K - $18.9K
|
19.6K
$1M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-329- 0.48% |
$15.8K - $17.4K
|
68.9K
$3.52M
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-319- 1.42% |
$15.3K - $16.9K
|
22.2K
$1.13M
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-317- 0.71% |
$15.2K - $16.8K
|
44.5K
$2.28M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-310- 36.95% |
$14.9K - $16.4K
|
529
$27K
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-305- 1.37% |
$14.6K - $16.2K
|
21.9K
$1.12M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-293- 0.5% |
$14.1K - $15.5K
|
57.9K
$2.96M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-288- 3.19% |
$13.8K - $15.3K
|
8.73K
$446K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-287- 6.62% |
$13.8K - $15.2K
|
4.05K
$207K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-270- 33.25% |
$13K - $14.3K
|
542
$27.7K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-262- 9.54% |
$12.6K - $13.9K
|
2.48K
$127K
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-260- 1.51% |
$12.5K - $13.8K
|
16.9K
$866K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-256- 0.2% |
$12.3K - $13.6K
|
129K
$6.57M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-246- 4.7% |
$11.8K - $13K
|
4.99K
$255K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-223- 3.73% |
$10.7K - $11.8K
|
5.75K
$294K
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-200- 3.91% |
$9.6K - $10.6K
|
4.91K
$251K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-198- 2.43% |
$9.51K - $10.5K
|
7.94K
$406K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-183- 0.81% |
$8.79K - $9.7K
|
22.3K
$1.14M
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-139- 3.78% |
$6.67K - $7.37K
|
3.53K
$181K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-122- 2.08% |
$5.86K - $6.47K
|
5.74K
$294K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-97- 0.29% |
$4.66K - $5.14K
|
33.8K
$1.73M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-81- 44.75% |
$3.89K - $4.29K
|
100
$5.11K
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-75- 0.7% |
$3.6K - $3.98K
|
10.7K
$546K
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-71- 0.87% |
$3.41K - $3.76K
|
8.11K
$414K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 4.82% |
$2.88K - $3.18K
|
1.19K
$60.6K
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-60- 33.33% |
$2.88K - $3.18K
|
120
$6.13K
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-52- 2.24% |
$2.5K - $2.76K
|
2.27K
$116K
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-44- 0.46% |
$2.11K - $2.33K
|
9.49K
$485K
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-40- 0.41% |
$1.92K - $2.12K
|
9.75K
$498K
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-30- 0.2% |
$1.44K - $1.59K
|
15.3K
$781K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-26- 0.15% |
$1.25K - $1.38K
|
17.1K
$872K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-23- 53.49% |
$1.1K - $1.22K
|
20
$1.02K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-20- 0.12% |
$960 - $1.06K
|
16.8K
$860K
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-19- 0.29% |
$912 - $1.01K
|
6.59K
$337K
|