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 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-10.1KClosed |
$412K - $440K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Xml Financial, LLC
|
SELL
|
- |
-5.01KClosed |
$204K - $219K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.45KClosed |
$59.3K - $63.4K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-541Closed |
$22.1K - $23.6K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-304Closed |
$12.4K - $13.3K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-273Closed |
$11.1K - $11.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-171Closed |
$6.98K - $7.47K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 28, 2021
Q1 2021
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-389KClosed |
$13.4M - $16M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-355KClosed |
$12.2M - $14.6M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.3KClosed |
$457K - $549K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-12.3KClosed |
$422K - $507K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.37KClosed |
$288K - $345K
|
0
$0
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
SELL
|
- |
-8.33KClosed |
$286K - $344K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-7.46KClosed |
$256K - $307K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-6.87KClosed |
$236K - $283K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.87KClosed |
$98.4K - $118K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.18KClosed |
$40.6K - $48.7K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-488Closed |
$16.8K - $20.1K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-428Closed |
$14.7K - $17.7K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
SELL
|
- |
-276Closed |
$9.48K - $11.4K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-57Closed |
$1.96K - $2.35K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-35Closed |
$1.2K - $1.44K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-8Closed |
$275 - $330
|
0
$0
|
|
Q4 2020 | |||||||
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-27.5K- 63.2% |
$801K - $965K
|
16K
$857K
|
|
Feb 02, 2021
Q4 2020
|
Sadoff Investment Management LLC
|
SELL
|
- |
-13.5KClosed |
$393K - $473K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-12KClosed |
$349K - $420K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$312K - $376K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8.77KClosed |
$255K - $307K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-8.77KClosed |
$255K - $307K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.59KClosed |
$133K - $161K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-2.68KClosed |
$77.8K - $93.8K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.36KClosed |
$39.5K - $47.6K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.24KClosed |
$35.9K - $43.3K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-352Closed |
$10.2K - $12.3K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
First Premier Bank
|
SELL
|
- |
-304Closed |
$8.84K - $10.6K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-147- 13.65% |
$4.27K - $5.15K
|
930
$49.7K
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-86Closed |
$2.5K - $3.01K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-60Closed |
$1.74K - $2.1K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-181KClosed |
$4.94M - $5.58M
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Hbw Advisory Services LLC
|
SELL
|
- |
-93.3KClosed |
$2.55M - $2.88M
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-79.8KClosed |
$2.18M - $2.47M
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Strong Box Wealth, LLC
|
SELL
|
- |
-25.3KClosed |
$692K - $782K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-16.8KClosed |
$459K - $520K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9.89KClosed |
$270K - $306K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Brown Advisory Inc
|
SELL
|
- |
-8.57KClosed |
$234K - $265K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Pfg Advisors
|
SELL
|
- |
-7.26KClosed |
$198K - $224K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.08KClosed |
$56.9K - $64.3K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.13KClosed |
$30.9K - $35K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
West Oak Capital, LLC
|
SELL
|
- |
-410Closed |
$11.2K - $12.7K
|
0
$0
|