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 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-34.7K- 65.04% |
$1.67M - $1.84M
|
18.6K
$913K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-34.8K- 33.23% |
$1.67M - $1.85M
|
69.9K
$3.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.3K- 9.1% |
$1.75M - $1.93M
|
363K
$17.8M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-40.7K- 9.45% |
$1.96M - $2.16M
|
390K
$19.1M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-49.3K- 25.53% |
$2.37M - $2.61M
|
144K
$7.05M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-51.5K- 4.7% |
$2.47M - $2.73M
|
1.04M
$51.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-75.6K- 3.63% |
$3.63M - $4.01M
|
2.01M
$98.3M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-87.1KClosed |
$4.18M - $4.62M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-92.4K- 17.58% |
$4.44M - $4.9M
|
433K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-103K- 91.55% |
$4.95M - $5.47M
|
9.52K
$466K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-178K- 42.43% |
$8.57M - $9.46M
|
242K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-179K- 94.67% |
$8.57M - $9.47M
|
10.1K
$493K
|