Purchases and Sales Made in Q1 2025 in Wisdomtree Tr U.S. Midcap Divi (DON)
This table provides information about the institutional ownership of Wisdomtree Tr U.S. Midcap Divi (DON) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S. MIDCAP DIVI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
145KNew |
$6.97M - $7.69M
|
145K
$6.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23.7K+ 159.41% |
$1.14M - $1.26M
|
38.6K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
21.5KNew |
$1.03M - $1.14M
|
21.5K
$994K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
20.7KNew |
$993K - $1.1M
|
20.7K
$956K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
20.3K+ 8.22% |
$977K - $1.08M
|
268K
$12.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 20.61% |
$858K - $947K
|
105K
$4.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.6K+ 105640.0% |
$507K - $560K
|
10.6K
$489K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
8.24K+ 25.95% |
$396K - $437K
|
40K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.75K+ 3.9% |
$372K - $411K
|
206K
$9.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.68K+ 4.17% |
$321K - $354K
|
167K
$7.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.41K+ 78.02% |
$308K - $340K
|
14.6K
$676K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
5.83K+ 1.82% |
$280K - $309K
|
327K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.81K+ 1.21% |
$279K - $308K
|
485K
$22.4M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.77K+ 4.17% |
$277K - $306K
|
144K
$6.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.85K+ 90.78% |
$233K - $257K
|
10.2K
$472K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.29K+ 6.45% |
$158K - $174K
|
54.3K
$2.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.63K+ 17.86% |
$126K - $139K
|
17.3K
$802K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.63K+ 7.06% |
$126K - $139K
|
39.8K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.28K+ 28.43% |
$110K - $121K
|
10.3K
$477K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.89K+ 1.39% |
$90.8K - $100K
|
138K
$6.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
1.63K+ 0.63% |
$78.2K - $86.4K
|
262K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.52K+ 5.63% |
$73.2K - $80.8K
|
28.6K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.33K+ 7.1% |
$64K - $70.7K
|
20.1K
$930K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.31KNew |
$62.8K - $69.3K
|
1.31K
$60.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
981+ 5.23% |
$47.1K - $52K
|
19.7K
$913K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
938+ 2.29% |
$45K - $49.7K
|
41.9K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
807+ 2.27% |
$38.8K - $42.8K
|
36.3K
$1.68M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
764+ 431.64% |
$36.7K - $40.5K
|
941
$43.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
624+ 12.9% |
$30K - $33.1K
|
5.46K
$252K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
600+ 2.64% |
$28.8K - $31.8K
|
23.3K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
572+ 68.67% |
$27.5K - $30.3K
|
1.41K
$65K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
552New |
$26.5K - $29.3K
|
552
$25.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
500+ 7.69% |
$24K - $26.5K
|
7K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
460+ 2.97% |
$22.1K - $24.4K
|
16K
$738K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
405+ 3.55% |
$19.4K - $21.5K
|
11.8K
$546K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
375New |
$18K - $19.9K
|
375
$17.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
276+ 0.39% |
$13.3K - $14.6K
|
70.8K
$3.27M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
234+ 1.07% |
$11.2K - $12.4K
|
22.2K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
209+ 0.37% |
$10K - $11.1K
|
56.1K
$2.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
185+ 0.28% |
$8.88K - $9.81K
|
66.4K
$3.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
173+ 0.46% |
$8.31K - $9.17K
|
37.9K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
168New |
$8.07K - $8.91K
|
168
$7.77K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
157+ 2.89% |
$7.54K - $8.32K
|
5.59K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
135New |
$6.48K - $7.16K
|
135
$6.24K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
130New |
$6.24K - $6.89K
|
130
$6.01K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
97+ 1.71% |
$4.66K - $5.14K
|
5.76K
$266K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.04% |
$2.06K - $2.28K
|
96K
$4.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
35+ 0.51% |
$1.68K - $1.86K
|
6.86K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
28+ 0.29% |
$1.34K - $1.48K
|
9.58K
$443K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.32% |
$768 - $848
|
5.02K
$232K
|