Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.51K+ 16.37% |
$238K - $277K
|
39.1K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.95K+ 13.5% |
$214K - $249K
|
41.6K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
4.91K+ 15.0% |
$212K - $247K
|
37.6K
$1.95M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.65K+ 14.67% |
$201K - $234K
|
36.3K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.6K+ 18.1% |
$199K - $232K
|
30K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.49K+ 26.55% |
$194K - $226K
|
21.4K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.48KNew |
$194K - $226K
|
4.48K
$233K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
4.43K+ 5.09% |
$192K - $223K
|
91.3K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.31KNew |
$187K - $217K
|
4.31K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.21KNew |
$182K - $212K
|
4.21K
$219K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
4.21KNew |
$182K - $212K
|
4.21K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.14K+ 68.02% |
$179K - $208K
|
10.2K
$530K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
4.07K+ 1.75% |
$176K - $205K
|
237K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.9K+ 33.52% |
$169K - $196K
|
15.5K
$806K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
3.84K+ 124.72% |
$166K - $193K
|
6.92K
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
3.82K+ 1.7% |
$165K - $192K
|
228K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.78K+ 2.73% |
$164K - $190K
|
142K
$7.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.75K+ 5.17% |
$162K - $189K
|
76.3K
$3.96M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.72KNew |
$161K - $187K
|
3.72K
$193K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.68K+ 7.31% |
$159K - $185K
|
54K
$2.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.55K+ 5.63% |
$154K - $179K
|
66.6K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.51K+ 54.24% |
$152K - $177K
|
9.98K
$518K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.41K+ 3.01% |
$148K - $172K
|
117K
$6.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.41K+ 20.15% |
$147K - $172K
|
20.3K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.37K+ 2.62% |
$146K - $170K
|
132K
$6.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.35K+ 2.31% |
$145K - $169K
|
148K
$7.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
3.33K+ 10.7% |
$144K - $168K
|
34.5K
$1.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.24K+ 12.33% |
$140K - $163K
|
29.5K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.86K+ 7.88% |
$124K - $144K
|
39.1K
$2.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.84K+ 10.0% |
$123K - $143K
|
31.2K
$1.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.68K+ 13.34% |
$116K - $135K
|
22.8K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.5K+ 6.39% |
$108K - $126K
|
41.7K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.36K+ 1.85% |
$102K - $119K
|
130K
$6.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 2.22% |
$100K - $117K
|
107K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.24K+ 6.5% |
$97.1K - $113K
|
36.8K
$1.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2.12K+ 1.96% |
$91.9K - $107K
|
111K
$5.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.1K+ 13.55% |
$90.8K - $106K
|
17.6K
$913K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.02K+ 7.06% |
$87.4K - $102K
|
30.6K
$1.59M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1.97K+ 8.87% |
$85.2K - $99.1K
|
24.2K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.96K+ 3.79% |
$84.7K - $98.6K
|
53.6K
$2.78M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.68K+ 21.08% |
$72.7K - $84.6K
|
9.65K
$501K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.53K+ 1.74% |
$66.2K - $77.1K
|
89.5K
$4.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.47K+ 1.81% |
$63.4K - $73.8K
|
82.2K
$4.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.34K+ 3.34% |
$57.8K - $67.3K
|
41.3K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.23K+ 0.85% |
$53.2K - $61.9K
|
145K
$7.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.18K+ 25.96% |
$51.2K - $59.5K
|
5.74K
$298K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.1K+ 9.26% |
$47.5K - $55.3K
|
12.9K
$671K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.03K+ 3.59% |
$44.8K - $52.1K
|
29.9K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.01K+ 7.67% |
$43.8K - $51K
|
14.2K
$737K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1KNew |
$43.3K - $50.4K
|
1K
$51.9K
|