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, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-64.3K- 13.29% |
$2.84M - $3.13M
|
420K
$21.6M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.86K- 76.51% |
$82.1K - $90.6K
|
570
$29.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.69K- 12.97% |
$74.9K - $82.6K
|
11.4K
$586K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.09K- 77.79% |
$48.1K - $53.1K
|
311
$16K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.03K- 54.78% |
$45.6K - $50.3K
|
851
$43.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-750- 93.63% |
$33.2K - $36.6K
|
51
$2.63K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-394- 6.57% |
$17.4K - $19.2K
|
5.6K
$289K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-310Closed |
$13.7K - $15.1K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-38- 0.67% |
$1.68K - $1.85K
|
5.62K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-10- 0.15% |
$442 - $488
|
6.54K
$337K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-37.5K- 17.23% |
$1.45M - $1.73M
|
180K
$9.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-9K- 11.47% |
$348K - $414K
|
69.4K
$3.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7.48K- 19.78% |
$290K - $344K
|
30.3K
$1.56M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-6.2K- 10.43% |
$240K - $285K
|
53.3K
$2.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.35K- 33.02% |
$130K - $154K
|
6.8K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.07K- 3.7% |
$80.3K - $95.4K
|
54K
$2.78M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.04K- 12.57% |
$40.4K - $48K
|
7.26K
$374K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-600- 2.84% |
$23.2K - $27.6K
|
20.5K
$1.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34- 16.19% |
$1.32K - $1.56K
|
176
$9.07K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-59.8K- 99.83% |
$2.42M - $2.64M
|
101
$5.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.7K- 16.16% |
$150K - $164K
|
19.2K
$989K
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.08K- 17.0% |
$84.1K - $91.8K
|
10.1K
$522K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-840- 11.89% |
$34K - $37.1K
|
6.23K
$321K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-263- 5.04% |
$10.7K - $11.6K
|
4.96K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-227- 69.85% |
$9.2K - $10K
|
98
$5.05K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-95- 29.78% |
$3.85K - $4.2K
|
224
$11.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-92- 0.53% |
$3.73K - $4.07K
|
17.3K
$889K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-31.9K- 99.36% |
$1.24M - $1.34M
|
205
$10.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.11K- 12.44% |
$43.2K - $46.7K
|
7.82K
$403K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-550- 8.83% |
$21.4K - $23.1K
|
5.68K
$293K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-311- 18.18% |
$12.1K - $13.1K
|
1.4K
$72.1K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.26K- 80.76% |
$245K - $284K
|
1.49K
$76.9K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
SELL
|
PUT |
-2.8K- 35.0% |
$109K - $127K
|
5.2K
$268K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.39K- 6.92% |
$93.3K - $108K
|
32.1K
$1.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-350- 22.42% |
$13.7K - $15.9K
|
1.21K
$62.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-345- 84.35% |
$13.5K - $15.7K
|
64
$3.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-312- 0.33% |
$12.2K - $14.2K
|
93.9K
$4.84M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-211- 19.03% |
$8.24K - $9.58K
|
898
$46.3K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-190Closed |
$7.42K - $8.63K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-185- 35.92% |
$7.22K - $8.4K
|
330
$17K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-65- 16.09% |
$2.54K - $2.95K
|
339
$17.5K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.4K- 20.51% |
$92.7K - $105K
|
9.3K
$479K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-670- 4.9% |
$25.9K - $29.3K
|
13K
$670K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-58- 39.73% |
$2.24K - $2.54K
|
88
$4.53K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-14.7K- 27.69% |
$554K - $652K
|
38.4K
$1.98M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-11.9KClosed |
$447K - $526K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10.6KClosed |
$398K - $468K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.85K- 30.04% |
$107K - $126K
|
6.63K
$342K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.37K- 2.17% |
$51.6K - $60.7K
|
61.8K
$3.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-599- 8.16% |
$22.6K - $26.5K
|
6.75K
$348K
|
|