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 12, 2020
Q4 2019
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.82KClosed |
$203K - $222K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-3.13KClosed |
$110K - $120K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.47KClosed |
$86.4K - $94.4K
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.28KClosed |
$44.6K - $48.7K
|
0
$0
|
|
Jan 10, 2020
Q4 2019
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-250Closed |
$8.74K - $9.54K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-23Closed |
$804 - $878
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3Closed |
$105 - $115
|
0
$0
|
|
Q3 2019 | |||||||
Oct 18, 2019
Q3 2019
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-288KClosed |
$9.71M - $10.6M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-212KClosed |
$7.18M - $7.81M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.11KClosed |
$240K - $261K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-4.2KClosed |
$142K - $154K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1.37KClosed |
$46.1K - $50.2K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-1.25KClosed |
$42.2K - $45.9K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Country Trust Bank
|
SELL
|
- |
-932Closed |
$31.5K - $34.3K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 19, 2019
Q2 2019
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-15.6KClosed |
$528K - $574K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-8.4KClosed |
$285K - $310K
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.95KClosed |
$99.9K - $109K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-968Closed |
$32.8K - $35.7K
|
0
$0
|
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-750Closed |
$25.4K - $27.7K
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-625Closed |
$21.2K - $23.1K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-519Closed |
$17.6K - $19.1K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-265Closed |
$8.98K - $9.77K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-240Closed |
$8.14K - $8.85K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-186Closed |
$6.31K - $6.86K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-99.3KClosed |
$3.11M - $3.59M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-52.1KClosed |
$1.63M - $1.88M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-33.5KClosed |
$1.05M - $1.21M
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.18KClosed |
$68.1K - $78.6K
|
0
$0
|
|
Apr 29, 2019
Q1 2019
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.7KClosed |
$53.2K - $61.5K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.7KClosed |
$53.1K - $61.3K
|
0
$0
|
|
May 06, 2019
Q1 2019
|
Family Legacy, Inc.
|
SELL
|
- |
-1.38KClosed |
$43.3K - $50K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.26KClosed |
$39.4K - $45.5K
|
0
$0
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-735Closed |
$23K - $26.6K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Fusion Family Wealth LLC
|
SELL
|
- |
-606Closed |
$19K - $21.9K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-600Closed |
$18.8K - $21.7K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-510Closed |
$16K - $18.4K
|
0
$0
|
|
Aug 16, 2019
Q1 2019
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-300Closed |
$9.39K - $10.8K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-60Closed |
$1.88K - $2.17K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-1Closed |
$31.3 - $36.2
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-18.2KClosed |
$545K - $667K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-16.1KClosed |
$482K - $590K
|
0
$0
|
|
Jan 31, 2019
Q4 2018
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-7.96KClosed |
$239K - $293K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-7.8KClosed |
$234K - $286K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-7.5KClosed |
$225K - $276K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-7.5KClosed |
$225K - $275K
|
0
$0
|
|
Jan 29, 2019
Q4 2018
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-7.39KClosed |
$221K - $271K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-5.9KClosed |
$177K - $217K
|
0
$0
|
|
Jan 11, 2019
Q4 2018
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.01KClosed |
$150K - $184K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.24KClosed |
$67.3K - $82.4K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-600Closed |
$18K - $22K
|
0
$0
|