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 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.9K- 24.31% |
$91.2K - $101K
|
5.92K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.08K- 3.78% |
$99.8K - $110K
|
52.9K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.14K- 39.34% |
$103K - $113K
|
3.29K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.26K- 0.5% |
$109K - $120K
|
453K
$22.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.3K- 3.33% |
$110K - $122K
|
66.6K
$3.26M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-2.47K- 2.09% |
$119K - $131K
|
116K
$5.66M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.56K- 35.58% |
$123K - $136K
|
4.63K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.57K- 0.77% |
$123K - $136K
|
333K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.58K- 3.08% |
$124K - $137K
|
81.2K
$3.98M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.61K- 24.67% |
$125K - $138K
|
7.97K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.84K- 2.71% |
$136K - $151K
|
102K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.94K- 29.01% |
$141K - $156K
|
7.2K
$353K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-3K- 27.83% |
$144K - $159K
|
7.78K
$381K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.25K- 23.88% |
$156K - $173K
|
10.4K
$508K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-3.27K- 7.63% |
$157K - $173K
|
39.6K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-3.31K- 39.91% |
$159K - $176K
|
4.99K
$244K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-3.36K- 5.38% |
$161K - $178K
|
59.1K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.41K- 14.15% |
$164K - $181K
|
20.7K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.41K- 16.68% |
$164K - $181K
|
17K
$835K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-3.41K- 10.74% |
$164K - $181K
|
28.4K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.5K- 10.93% |
$168K - $185K
|
28.5K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.72K- 12.08% |
$179K - $197K
|
27.1K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-3.74K- 1.64% |
$180K - $198K
|
225K
$11M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.08K- 6.36% |
$196K - $216K
|
60K
$2.94M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.55K- 26.02% |
$219K - $241K
|
12.9K
$634K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.63K- 29.04% |
$222K - $246K
|
11.3K
$555K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.78K- 11.96% |
$230K - $254K
|
35.2K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.9K- 3.47% |
$235K - $260K
|
136K
$6.67M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.17K- 4.36% |
$248K - $274K
|
113K
$5.56M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.56K- 9.52% |
$267K - $295K
|
52.8K
$2.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.35K- 33.3% |
$305K - $337K
|
12.7K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.85K- 2.36% |
$329K - $363K
|
283K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.56K- 5.87% |
$363K - $401K
|
121K
$5.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-8.27K- 11.61% |
$397K - $438K
|
63K
$3.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.51K- 3.94% |
$457K - $504K
|
232K
$11.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9.82K- 63.52% |
$472K - $521K
|
5.64K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-10.1K- 11.97% |
$483K - $533K
|
73.9K
$3.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11.1K- 20.19% |
$532K - $587K
|
43.8K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.1K- 72.72% |
$629K - $694K
|
4.91K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-13.4K- 10.73% |
$645K - $712K
|
112K
$5.47M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.9K- 69.21% |
$665K - $735K
|
6.16K
$302K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-19.1K- 1.04% |
$918K - $1.01M
|
1.82M
$89.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.6K- 13.41% |
$941K - $1.04M
|
127K
$6.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-21.7K- 23.64% |
$1.04M - $1.15M
|
70.1K
$3.44M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-24K- 52.6% |
$1.15M - $1.27M
|
21.6K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-29.2K- 5.53% |
$1.4M - $1.55M
|
499K
$24.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.9K- 5.49% |
$1.44M - $1.58M
|
515K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31.3K- 2.01% |
$1.5M - $1.66M
|
1.53M
$74.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.8K- 1.32% |
$1.57M - $1.74M
|
2.46M
$120M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-33.9K- 26.62% |
$1.63M - $1.8M
|
93.4K
$4.58M
|