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 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-319- 1.42% |
$15.3K - $16.9K
|
22.2K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-329- 0.48% |
$15.8K - $17.4K
|
68.9K
$3.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-345- 6.06% |
$16.6K - $18.3K
|
5.35K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-357- 1.79% |
$17.1K - $18.9K
|
19.6K
$959K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-358- 26.0% |
$17.2K - $19K
|
1.02K
$49.9K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-369- 1.43% |
$17.7K - $19.6K
|
25.4K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-386- 6.73% |
$18.5K - $20.5K
|
5.35K
$262K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-391- 5.4% |
$18.8K - $20.7K
|
6.85K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-426- 1.05% |
$20.5K - $22.6K
|
40.3K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-434- 9.92% |
$20.8K - $23K
|
3.94K
$193K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-465- 7.65% |
$22.3K - $24.7K
|
5.61K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-483- 3.2% |
$23.2K - $25.6K
|
14.6K
$715K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-497- 1.2% |
$23.9K - $26.4K
|
41K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-510- 1.72% |
$24.5K - $27K
|
29.1K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-533- 92.7% |
$25.6K - $28.3K
|
42
$2.06K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-535- 6.96% |
$25.7K - $28.4K
|
7.16K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-547- 0.3% |
$26.3K - $29K
|
182K
$8.94M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-550- 1.42% |
$26.4K - $29.2K
|
38.3K
$1.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-583- 8.18% |
$28K - $30.9K
|
6.54K
$321K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-600- 3.47% |
$28.8K - $31.8K
|
16.7K
$818K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-625- 1.0% |
$30K - $33.1K
|
62.1K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-665- 4.28% |
$31.9K - $35.3K
|
14.9K
$729K
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-681- 2.14% |
$32.7K - $36.1K
|
31.2K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-687- 1.28% |
$33K - $36.4K
|
52.8K
$2.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-688- 14.35% |
$33K - $36.5K
|
4.11K
$201K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-701- 11.74% |
$33.7K - $37.2K
|
5.27K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-752- 4.72% |
$36.1K - $39.9K
|
15.2K
$745K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-790- 15.36% |
$37.9K - $41.9K
|
4.35K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-811- 1.18% |
$38.9K - $43K
|
67.9K
$3.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-846- 2.89% |
$40.6K - $44.9K
|
28.5K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-850- 0.91% |
$40.8K - $45.1K
|
92.6K
$4.54M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-853- 4.24% |
$41K - $45.2K
|
19.3K
$944K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-922- 97.98% |
$44.3K - $48.9K
|
19
$931
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-926- 0.72% |
$44.5K - $49.1K
|
128K
$6.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-981- 7.83% |
$47.1K - $52K
|
11.5K
$566K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-989- 0.9% |
$47.5K - $52.4K
|
110K
$5.37M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-995- 2.19% |
$47.8K - $52.8K
|
44.5K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.02K- 0.09% |
$49.1K - $54.2K
|
1.13M
$55.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-1.02K- 0.66% |
$49.1K - $54.2K
|
153K
$7.52M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.07K- 0.32% |
$51.2K - $56.5K
|
334K
$16.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.11K- 12.71% |
$53.2K - $58.7K
|
7.6K
$373K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.15K- 4.73% |
$55.2K - $61K
|
23.2K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.19K- 7.14% |
$57.2K - $63.1K
|
15.5K
$759K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.25K- 3.96% |
$60.2K - $66.4K
|
30.4K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.37K- 4.9% |
$66K - $72.8K
|
26.7K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 2.77% |
$74.1K - $81.9K
|
54.1K
$2.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.61K- 15.52% |
$77.2K - $85.2K
|
8.75K
$429K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.8K- 3.79% |
$86.4K - $95.4K
|
45.7K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.81K- 2.79% |
$86.9K - $95.9K
|
63.1K
$3.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.89K- 6.15% |
$90.8K - $100K
|
28.8K
$1.41M
|