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 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
14+ 0.08% |
$672 - $742
|
17.4K
$805K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.14% |
$624 - $689
|
9.2K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.04% |
$288 - $318
|
14.9K
$689K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.54% |
$192 - $212
|
749
$34.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$144 - $159
|
17.5K
$807K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3New |
$144 - $159
|
3
$139
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1New |
$48 - $53
|
1
$46.2
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.08% |
$48 - $53
|
94
$4.35K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.32% |
$48 - $53
|
314
$14.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$48 - $53
|
4.55K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3- 0.01% |
$144 - $159
|
21.8K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-11- 50.0% |
$528 - $583
|
11
$509
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-30- 0.2% |
$1.44K - $1.59K
|
15.3K
$707K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-40- 0.41% |
$1.92K - $2.12K
|
9.75K
$451K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-60- 33.33% |
$2.88K - $3.18K
|
120
$5.55K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-97- 0.29% |
$4.66K - $5.14K
|
33.8K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-195- 0.66% |
$9.36K - $10.3K
|
29.2K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-262- 9.54% |
$12.6K - $13.9K
|
2.48K
$115K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-345- 6.06% |
$16.6K - $18.3K
|
5.35K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-357- 1.79% |
$17.1K - $18.9K
|
19.6K
$905K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-391- 5.4% |
$18.8K - $20.7K
|
6.85K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-426- 1.05% |
$20.5K - $22.6K
|
40.3K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-465- 7.65% |
$22.3K - $24.7K
|
5.61K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-497- 1.2% |
$23.9K - $26.4K
|
41K
$1.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-600- 3.47% |
$28.8K - $31.8K
|
16.7K
$772K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-625- 1.0% |
$30K - $33.1K
|
62.1K
$2.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-681- 2.14% |
$32.7K - $36.1K
|
31.2K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-688- 14.35% |
$33K - $36.5K
|
4.11K
$190K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-701- 11.74% |
$33.7K - $37.2K
|
5.27K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-790- 15.36% |
$37.9K - $41.9K
|
4.35K
$201K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-846- 2.89% |
$40.6K - $44.9K
|
28.5K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-922- 97.98% |
$44.3K - $48.9K
|
19
$879
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-989- 0.9% |
$47.5K - $52.4K
|
110K
$5.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-1.02K- 0.66% |
$49.1K - $54.2K
|
153K
$7.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.11K- 12.71% |
$53.2K - $58.7K
|
7.6K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.15K- 4.73% |
$55.2K - $61K
|
23.2K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.19K- 7.14% |
$57.2K - $63.1K
|
15.5K
$716K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 2.77% |
$74.1K - $81.9K
|
54.1K
$2.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.8K- 3.79% |
$86.4K - $95.4K
|
45.7K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.81K- 2.79% |
$86.9K - $95.9K
|
63.1K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.08K- 3.78% |
$99.8K - $110K
|
52.9K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.84K- 2.71% |
$136K - $151K
|
102K
$4.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-3.41K- 10.74% |
$164K - $181K
|
28.4K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.51K- 3.94% |
$457K - $504K
|
232K
$10.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9.82K- 63.52% |
$472K - $521K
|
5.64K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11.1K- 20.19% |
$532K - $587K
|
43.8K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-13.4K- 10.73% |
$645K - $712K
|
112K
$5.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.6K- 13.41% |
$941K - $1.04M
|
127K
$5.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-21.7K- 23.64% |
$1.04M - $1.15M
|
70.1K
$3.24M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-49.3K- 25.53% |
$2.37M - $2.61M
|
144K
$6.65M
|