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
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.06K+ 0.8% |
$50.7K - $56K
|
132K
$6.49M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
994+ 4.62% |
$47.7K - $52.7K
|
22.5K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
992+ 8.14% |
$47.6K - $52.6K
|
13.2K
$646K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
981+ 5.23% |
$47.1K - $52K
|
19.7K
$968K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
938+ 2.29% |
$45K - $49.7K
|
41.9K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
928+ 1.3% |
$44.6K - $49.2K
|
72.5K
$3.55M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
925+ 7.85% |
$44.4K - $49K
|
12.7K
$623K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
807+ 2.27% |
$38.8K - $42.8K
|
36.3K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
801+ 5.3% |
$38.5K - $42.5K
|
15.9K
$780K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
797+ 6.88% |
$38.3K - $42.3K
|
12.4K
$606K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
764+ 431.64% |
$36.7K - $40.5K
|
941
$46.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
661+ 0.29% |
$31.7K - $35K
|
231K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
643+ 1.67% |
$30.9K - $34.1K
|
39.2K
$1.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
624+ 12.9% |
$30K - $33.1K
|
5.46K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
605+ 0.75% |
$29.1K - $32.1K
|
80.8K
$3.96M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
600+ 1.65% |
$28.8K - $31.8K
|
37K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
600+ 2.64% |
$28.8K - $31.8K
|
23.3K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
572+ 68.67% |
$27.5K - $30.3K
|
1.41K
$68.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
567+ 1.8% |
$27.2K - $30.1K
|
32K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
562+ 8.18% |
$27K - $29.8K
|
7.43K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
552New |
$26.5K - $29.3K
|
552
$27.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
542+ 9.87% |
$26K - $28.7K
|
6.03K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
500+ 7.69% |
$24K - $26.5K
|
7K
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
460+ 2.97% |
$22.1K - $24.4K
|
16K
$783K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
435+ 2.07% |
$20.9K - $23.1K
|
21.4K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
405+ 3.55% |
$19.4K - $21.5K
|
11.8K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
389+ 21.49% |
$18.7K - $20.6K
|
2.2K
$108K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
375New |
$18K - $19.9K
|
375
$18.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
371+ 4.4% |
$17.8K - $19.7K
|
8.81K
$432K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
360+ 7.72% |
$17.3K - $19.1K
|
5.02K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
351+ 3.3% |
$16.9K - $18.6K
|
11K
$538K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
346+ 10.07% |
$16.6K - $18.3K
|
3.78K
$185K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
309+ 5.8% |
$14.8K - $16.4K
|
5.64K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
304+ 3.76% |
$14.6K - $16.1K
|
8.38K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
298+ 0.98% |
$14.3K - $15.8K
|
30.9K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
294+ 2.59% |
$14.1K - $15.6K
|
11.6K
$571K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
293+ 0.58% |
$14.1K - $15.5K
|
51.2K
$2.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
283+ 3.09% |
$13.6K - $15K
|
9.45K
$463K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
276+ 0.39% |
$13.3K - $14.6K
|
70.8K
$3.47M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
266+ 0.91% |
$12.8K - $14.1K
|
29.6K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
239+ 2.06% |
$11.5K - $12.7K
|
11.8K
$581K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
234+ 1.07% |
$11.2K - $12.4K
|
22.2K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
219+ 0.56% |
$10.5K - $11.6K
|
39.6K
$1.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
209+ 0.37% |
$10K - $11.1K
|
56.1K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
192+ 0.21% |
$9.22K - $10.2K
|
93.3K
$4.57M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
187+ 1.73% |
$8.98K - $9.91K
|
11K
$539K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
185+ 0.28% |
$8.88K - $9.81K
|
66.4K
$3.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
173+ 0.46% |
$8.31K - $9.17K
|
37.9K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
168New |
$8.07K - $8.91K
|
168
$8.23K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
162New |
$7.78K - $8.59K
|
162
$7.94K
|