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 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-19- 0.29% |
$912 - $1.01K
|
6.59K
$339K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-18- 0.21% |
$864 - $954
|
8.69K
$448K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-11- 50.0% |
$528 - $583
|
11
$567
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-9- 0.51% |
$432 - $477
|
1.77K
$91K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$144 - $159
|
6.03K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 1.59% |
$48 - $53
|
62
$3.19K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-216K- 53.62% |
$10.9M - $12M
|
187K
$9.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.81K- 42.69% |
$243K - $267K
|
6.46K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.09K- 17.0% |
$106K - $116K
|
10.2K
$526K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.69K- 13.09% |
$85.4K - $93.9K
|
11.2K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.63K- 64.73% |
$82.2K - $90.3K
|
886
$45.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.2K- 4.6% |
$60.4K - $66.4K
|
24.8K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-975- 17.07% |
$49.3K - $54.2K
|
4.74K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-850- 4.39% |
$43K - $47.2K
|
18.5K
$953K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-420- 5.9% |
$21.2K - $23.3K
|
6.69K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-300- 31.25% |
$15.2K - $16.7K
|
660
$34K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-300- 1.38% |
$15.2K - $16.7K
|
21.4K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-300- 6.35% |
$15.2K - $16.7K
|
4.43K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 1.86% |
$10.1K - $11.1K
|
10.5K
$543K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-200- 4.24% |
$10.1K - $11.1K
|
4.51K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-195- 2.25% |
$9.85K - $10.8K
|
8.48K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-69- 0.83% |
$3.49K - $3.83K
|
8.24K
$425K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-40- 1.0% |
$2.02K - $2.22K
|
3.96K
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-1- 0.02% |
$50.5 - $55.6
|
4.07K
$210K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-110K- 11.25% |
$5.08M - $5.62M
|
868K
$44.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-51.4K- 50.0% |
$2.37M - $2.63M
|
51.4K
$2.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 2.39% |
$484K - $536K
|
428K
$22M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.61K- 44.27% |
$351K - $389K
|
9.58K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2K- 14.85% |
$92.3K - $102K
|
11.5K
$591K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.87K- 11.65% |
$86.2K - $95.4K
|
14.2K
$729K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 81.09% |
$84.2K - $93.2K
|
425
$21.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.42K- 26.32% |
$65.4K - $72.4K
|
3.96K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.25K- 21.03% |
$57.5K - $63.7K
|
4.68K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-485- 4.6% |
$22.4K - $24.8K
|
10.1K
$518K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-473- 47.35% |
$21.8K - $24.2K
|
526
$27.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-401- 95.02% |
$18.5K - $20.5K
|
21
$1.08K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-395- 2.4% |
$18.2K - $20.2K
|
16K
$826K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-368- 4.17% |
$17K - $18.8K
|
8.47K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-259- 24.34% |
$12K - $13.2K
|
805
$41.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-180- 3.4% |
$8.31K - $9.2K
|
5.12K
$264K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-105- 0.9% |
$4.85K - $5.37K
|
11.6K
$598K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 1.03% |
$4.62K - $5.11K
|
9.63K
$496K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 2.22% |
$1.02K - $1.12K
|
970
$50K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.79K- 61.3% |
$81.4K - $87.1K
|
1.13K
$58.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-996- 10.8% |
$45.4K - $48.6K
|
8.23K
$424K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-395- 61.24% |
$18K - $19.3K
|
250
$12.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-320- 6.36% |
$14.6K - $15.6K
|
4.71K
$243K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-306- 2.79% |
$14K - $14.9K
|
10.7K
$550K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-300- 2.46% |
$13.7K - $14.6K
|
11.9K
$612K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-97Closed |
$4.42K - $4.73K
|
0
$0
|
|