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 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.02% |
$48 - $53
|
4.52K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.14% |
$48 - $53
|
705
$34.6K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.07% |
$48 - $53
|
1.36K
$66.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.32% |
$48 - $53
|
314
$15.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.08% |
$48 - $53
|
94
$4.61K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1New |
$48 - $53
|
1
$49
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.45% |
$48 - $53
|
223
$10.9K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.54% |
$48 - $53
|
187
$9.16K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.12% |
$48 - $53
|
822
$40.3K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.83% |
$48 - $53
|
122
$5.98K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 1.59% |
$48 - $53
|
62
$3.04K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3- 0.01% |
$144 - $159
|
21.8K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$144 - $159
|
6.03K
$296K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-9- 0.51% |
$432 - $477
|
1.77K
$86.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-11- 50.0% |
$528 - $583
|
11
$539
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-17- 0.35% |
$816 - $901
|
4.86K
$238K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-18- 0.21% |
$864 - $954
|
8.69K
$426K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-19- 0.29% |
$912 - $1.01K
|
6.59K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-20- 0.12% |
$960 - $1.06K
|
16.8K
$825K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-23- 53.49% |
$1.1K - $1.22K
|
20
$980
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-26- 0.15% |
$1.25K - $1.38K
|
17.1K
$836K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-30- 0.2% |
$1.44K - $1.59K
|
15.3K
$749K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-40- 0.41% |
$1.92K - $2.12K
|
9.75K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-44- 0.46% |
$2.11K - $2.33K
|
9.49K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-52- 2.24% |
$2.5K - $2.76K
|
2.27K
$111K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 4.82% |
$2.88K - $3.18K
|
1.19K
$58.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-60- 33.33% |
$2.88K - $3.18K
|
120
$5.88K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-71- 0.87% |
$3.41K - $3.76K
|
8.11K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-75- 0.7% |
$3.6K - $3.98K
|
10.7K
$524K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-81- 44.75% |
$3.89K - $4.29K
|
100
$4.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-97- 0.29% |
$4.66K - $5.14K
|
33.8K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-122- 2.08% |
$5.86K - $6.47K
|
5.74K
$282K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-139- 3.78% |
$6.67K - $7.37K
|
3.53K
$173K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-183- 0.81% |
$8.79K - $9.7K
|
22.3K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-188- 0.87% |
$9.03K - $9.97K
|
21.4K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-195- 0.66% |
$9.36K - $10.3K
|
29.2K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-198- 2.43% |
$9.51K - $10.5K
|
7.94K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-200- 3.91% |
$9.6K - $10.6K
|
4.91K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-223- 3.73% |
$10.7K - $11.8K
|
5.75K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-246- 4.7% |
$11.8K - $13K
|
4.99K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-256- 0.2% |
$12.3K - $13.6K
|
129K
$6.3M
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-260- 1.51% |
$12.5K - $13.8K
|
16.9K
$830K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-262- 9.54% |
$12.6K - $13.9K
|
2.48K
$122K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-270- 33.25% |
$13K - $14.3K
|
542
$26.6K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-287- 6.62% |
$13.8K - $15.2K
|
4.05K
$199K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-288- 3.19% |
$13.8K - $15.3K
|
8.73K
$428K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-293- 0.5% |
$14.1K - $15.5K
|
57.9K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-305- 1.37% |
$14.6K - $16.2K
|
21.9K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-310- 36.95% |
$14.9K - $16.4K
|
529
$25.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-317- 0.71% |
$15.2K - $16.8K
|
44.5K
$2.18M
|