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
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
157+ 2.89% |
$7.54K - $8.32K
|
5.59K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
139+ 2.29% |
$6.67K - $7.37K
|
6.21K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
135New |
$6.48K - $7.16K
|
135
$6.62K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
130New |
$6.24K - $6.89K
|
130
$6.37K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
124+ 0.19% |
$5.95K - $6.57K
|
64.7K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
120New |
$5.76K - $6.36K
|
120
$5.88K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
108+ 3.13% |
$5.19K - $5.73K
|
3.55K
$174K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
97+ 1.71% |
$4.66K - $5.14K
|
5.76K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
79+ 7.9% |
$3.79K - $4.19K
|
1.08K
$52.9K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
78+ 1.3% |
$3.75K - $4.14K
|
6.06K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
71New |
$3.41K - $3.76K
|
71
$3.48K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
66+ 1.3% |
$3.17K - $3.5K
|
5.15K
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
57+ 0.88% |
$2.74K - $3.02K
|
6.57K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
50+ 0.19% |
$2.4K - $2.65K
|
26.3K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.04% |
$2.06K - $2.28K
|
96K
$4.71M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
38+ 0.15% |
$1.82K - $2.01K
|
25.3K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
35+ 0.51% |
$1.68K - $1.86K
|
6.86K
$336K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
29+ 0.35% |
$1.39K - $1.54K
|
8.29K
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
28+ 0.29% |
$1.34K - $1.48K
|
9.58K
$470K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
28+ 0.1% |
$1.34K - $1.48K
|
27K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
26New |
$1.25K - $1.38K
|
26
$1.27K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
23+ 0.52% |
$1.1K - $1.22K
|
4.47K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.51% |
$1.06K - $1.17K
|
4.3K
$211K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
22+ 0.54% |
$1.06K - $1.17K
|
4.09K
$200K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20+ 0.16% |
$960 - $1.06K
|
12.8K
$629K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 50.0% |
$960 - $1.06K
|
60
$2.94K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
19+ 0.4% |
$912 - $1.01K
|
4.75K
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
19+ 0.39% |
$912 - $1.01K
|
4.94K
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.32% |
$768 - $848
|
5.02K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15+ 5.02% |
$720 - $795
|
314
$15.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
14+ 0.08% |
$672 - $742
|
17.4K
$853K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
14+ 0.09% |
$672 - $742
|
15.3K
$748K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.14% |
$624 - $689
|
9.2K
$451K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12+ 0.2% |
$576 - $636
|
6.09K
$298K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
11+ 0.18% |
$528 - $583
|
6.29K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11+ 0.03% |
$528 - $583
|
39.7K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
9+ 0.21% |
$432 - $477
|
4.23K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.51% |
$384 - $424
|
1.59K
$77.9K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8+ 0.17% |
$384 - $424
|
4.8K
$235K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8New |
$384 - $424
|
8
$392
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.2% |
$336 - $371
|
3.49K
$171K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.04% |
$288 - $318
|
14.9K
$730K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.07% |
$240 - $265
|
6.76K
$331K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.54% |
$192 - $212
|
749
$36.7K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
4+ 0.09% |
$192 - $212
|
4.46K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3+ 0.01% |
$144 - $159
|
45.6K
$2.24M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3New |
$144 - $159
|
3
$147
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$144 - $159
|
17.5K
$855K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2+ 0.01% |
$96 - $106
|
19.1K
$935K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$48 - $53
|
4.55K
$223K
|