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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-689- 98.01% |
$26.7K - $31.7K
|
14
$732
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-600- 2.84% |
$23.2K - $27.6K
|
20.5K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-47- 53.41% |
$1.82K - $2.16K
|
41
$2.14K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34- 16.19% |
$1.32K - $1.56K
|
176
$9.2K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11- 0.03% |
$426 - $506
|
38.6K
$2.02M
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-59.8K- 99.83% |
$2.42M - $2.64M
|
101
$5.28K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.7K- 16.16% |
$150K - $164K
|
19.2K
$1M
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.08K- 17.0% |
$84.1K - $91.8K
|
10.1K
$530K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-840- 11.89% |
$34K - $37.1K
|
6.23K
$325K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-263- 5.04% |
$10.7K - $11.6K
|
4.96K
$259K
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-227- 69.85% |
$9.2K - $10K
|
98
$5.12K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-95- 29.78% |
$3.85K - $4.2K
|
224
$11.7K
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-92- 0.53% |
$3.73K - $4.07K
|
17.3K
$901K
|
|
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
$10.7K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.11K- 12.44% |
$43.2K - $46.7K
|
7.82K
$408K
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-550- 8.83% |
$21.4K - $23.1K
|
5.68K
$297K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-311- 18.18% |
$12.1K - $13.1K
|
1.4K
$73.2K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.26K- 80.76% |
$245K - $284K
|
1.49K
$78K
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
SELL
|
PUT |
-2.8K- 35.0% |
$109K - $127K
|
5.2K
$272K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.39K- 6.92% |
$93.3K - $108K
|
32.1K
$1.68M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-448- 1.28% |
$17.5K - $20.3K
|
34.5K
$1.8M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-350- 22.42% |
$13.7K - $15.9K
|
1.21K
$63.3K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-345- 84.35% |
$13.5K - $15.7K
|
64
$3.34K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-312- 0.33% |
$12.2K - $14.2K
|
93.9K
$4.91M
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-211- 19.03% |
$8.24K - $9.58K
|
898
$46.9K
|
|
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
$17.2K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-65- 16.09% |
$2.54K - $2.95K
|
339
$17.7K
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-33- 0.03% |
$1.29K - $1.5K
|
95.3K
$4.98M
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.4K- 20.51% |
$92.7K - $105K
|
9.3K
$486K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-670- 4.9% |
$25.9K - $29.3K
|
13K
$679K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-79- 0.72% |
$3.05K - $3.45K
|
10.9K
$570K
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-58- 39.73% |
$2.24K - $2.54K
|
88
$4.6K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-14.7K- 27.69% |
$554K - $652K
|
38.4K
$2.01M
|
|
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
$347K
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.37K- 2.17% |
$51.6K - $60.7K
|
61.8K
$3.23M
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-599- 8.16% |
$22.6K - $26.5K
|
6.75K
$352K
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-173- 62.45% |
$6.52K - $7.66K
|
104
$5.43K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-154- 22.68% |
$5.8K - $6.82K
|
525
$27.4K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-80- 23.19% |
$3.01K - $3.54K
|
265
$13.8K
|
|
Q2 2022 | |||||||
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-186KClosed |
$7.11M - $8.45M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Retireful, LLC
|
SELL
|
- |
-8.84KClosed |
$337K - $401K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.33KClosed |
$280K - $332K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.65KClosed |
$254K - $302K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.11KClosed |
$233K - $277K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-5.72KClosed |
$218K - $259K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.39KClosed |
$206K - $245K
|
0
$0
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-4.81KClosed |
$183K - $218K
|
0
$0
|