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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.87KNew |
$330K - $364K
|
6.87K
$337K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.68K+ 4.17% |
$321K - $354K
|
167K
$8.19M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
6.47KNew |
$311K - $343K
|
6.47K
$317K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.44KNew |
$309K - $342K
|
6.44K
$316K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.41K+ 78.02% |
$308K - $340K
|
14.6K
$716K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.31K+ 2.06% |
$303K - $335K
|
312K
$15.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
5.83K+ 1.82% |
$280K - $309K
|
327K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.81K+ 1.21% |
$279K - $308K
|
485K
$23.8M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.77K+ 4.17% |
$277K - $306K
|
144K
$7.06M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.73KNew |
$275K - $304K
|
5.73K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.53K+ 5.97% |
$266K - $293K
|
98.2K
$4.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.85K+ 90.78% |
$233K - $257K
|
10.2K
$500K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.73K+ 6.39% |
$227K - $251K
|
78.8K
$3.86M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
4.56K+ 2.79% |
$219K - $242K
|
168K
$8.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.46KNew |
$214K - $237K
|
4.46K
$219K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.42K+ 5.77% |
$212K - $234K
|
81K
$3.97M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.18K+ 14.18% |
$200K - $221K
|
33.6K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.75K+ 20.2% |
$180K - $199K
|
22.3K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
3.63K+ 4.71% |
$174K - $193K
|
80.7K
$3.95M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.31K+ 3.71% |
$159K - $175K
|
92.4K
$4.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.29K+ 6.45% |
$158K - $174K
|
54.3K
$2.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3K+ 65.69% |
$144K - $159K
|
7.55K
$370K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.95K+ 38.73% |
$142K - $157K
|
10.6K
$519K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
2.93K+ 25.52% |
$141K - $155K
|
14.4K
$707K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.63K+ 17.86% |
$126K - $139K
|
17.3K
$850K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.63K+ 24.05% |
$126K - $139K
|
13.5K
$664K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.63K+ 7.06% |
$126K - $139K
|
39.8K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.46K+ 0.79% |
$118K - $130K
|
315K
$15.4M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.3K+ 295.25% |
$110K - $122K
|
3.08K
$151K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.28K+ 28.43% |
$110K - $121K
|
10.3K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.26K+ 4.58% |
$108K - $120K
|
51.6K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.2K+ 14.91% |
$105K - $116K
|
16.9K
$829K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.19K+ 3.24% |
$105K - $116K
|
69.6K
$3.41M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.04K+ 5.88% |
$97.9K - $108K
|
36.7K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.98K+ 23.67% |
$95.2K - $105K
|
10.4K
$507K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.89K+ 1.39% |
$90.8K - $100K
|
138K
$6.78M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.76K+ 1.93% |
$84.6K - $93.4K
|
93.1K
$4.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
1.63K+ 0.63% |
$78.2K - $86.4K
|
262K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.6K+ 6.83% |
$76.8K - $84.8K
|
25K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.56K+ 6.17% |
$75K - $82.8K
|
26.9K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.52K+ 5.63% |
$73.2K - $80.8K
|
28.6K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.39K+ 5.46% |
$66.7K - $73.7K
|
26.8K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.33K+ 7.1% |
$64K - $70.7K
|
20.1K
$986K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.31KNew |
$62.8K - $69.3K
|
1.31K
$64.1K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.3K+ 4.27% |
$62.3K - $68.8K
|
31.7K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 1.95% |
$60.6K - $66.9K
|
66K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 6.52% |
$60K - $66.3K
|
20.4K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.12KNew |
$53.5K - $59.1K
|
1.12K
$54.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.09K+ 5.62% |
$52.2K - $57.7K
|
20.5K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.08K+ 4.96% |
$52.1K - $57.5K
|
22.9K
$1.12M
|