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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
870+ 3.75% |
$37.7K - $43.8K
|
24K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
860+ 5.15% |
$37.2K - $43.3K
|
17.5K
$910K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
844+ 4.13% |
$36.5K - $42.5K
|
21.3K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
826+ 2.08% |
$35.7K - $41.6K
|
40.6K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
779+ 7.56% |
$33.7K - $39.2K
|
11.1K
$575K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
778+ 328.27% |
$33.7K - $39.2K
|
1.02K
$52.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
770+ 0.33% |
$33.3K - $38.8K
|
232K
$12M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
753+ 0.71% |
$32.6K - $37.9K
|
107K
$5.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
720+ 0.31% |
$31.2K - $36.3K
|
232K
$12.1M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
650New |
$28.1K - $32.7K
|
650
$33.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
627+ 3.18% |
$27.1K - $31.6K
|
20.4K
$1.06M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
620+ 2.18% |
$26.8K - $31.2K
|
29.1K
$1.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
562+ 1.86% |
$24.3K - $28.3K
|
30.8K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
555+ 8.29% |
$24K - $28K
|
7.25K
$376K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
497+ 2485.0% |
$21.5K - $25K
|
517
$26.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
495+ 10.03% |
$21.4K - $24.9K
|
5.43K
$282K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
481+ 7.3% |
$20.8K - $24.2K
|
7.07K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
471+ 9.59% |
$20.4K - $23.7K
|
5.38K
$279K
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
BUY
|
- |
463+ 4.21% |
$20K - $23.3K
|
11.4K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
457+ 9.3% |
$19.8K - $23K
|
5.37K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
453+ 7.29% |
$19.6K - $22.8K
|
6.66K
$346K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
402+ 0.3% |
$17.4K - $20.2K
|
133K
$6.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
385New |
$16.7K - $19.4K
|
385
$20K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
349+ 5.79% |
$15.1K - $17.6K
|
6.38K
$331K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
337+ 0.74% |
$14.6K - $17K
|
46.1K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
315+ 7.74% |
$13.6K - $15.9K
|
4.39K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
294+ 6.51% |
$12.7K - $14.8K
|
4.81K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
276+ 0.93% |
$11.9K - $13.9K
|
29.8K
$1.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
255+ 0.67% |
$11K - $12.8K
|
38.1K
$1.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
237New |
$10.3K - $11.9K
|
237
$12.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
206New |
$8.92K - $10.4K
|
206
$10.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
206+ 3.58% |
$8.92K - $10.4K
|
5.96K
$309K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
203+ 1.34% |
$8.79K - $10.2K
|
15.4K
$799K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
202+ 0.22% |
$8.74K - $10.2K
|
93.3K
$4.84M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
200New |
$8.66K - $10.1K
|
200
$10.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
200+ 0.8% |
$8.66K - $10.1K
|
25.2K
$1.31M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
200+ 1.63% |
$8.66K - $10.1K
|
12.5K
$649K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
198+ 162.3% |
$8.57K - $9.97K
|
320
$16.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
190+ 0.27% |
$8.22K - $9.57K
|
69.8K
$3.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
189+ 1.27% |
$8.18K - $9.52K
|
15.1K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
177+ 0.79% |
$7.66K - $8.92K
|
22.5K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
121+ 1.04% |
$5.24K - $6.09K
|
11.8K
$610K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
118+ 1.59% |
$5.11K - $5.94K
|
7.55K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
114+ 2.46% |
$4.93K - $5.74K
|
4.75K
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
104New |
$4.5K - $5.24K
|
104
$5.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
96+ 1.76% |
$4.15K - $4.84K
|
5.56K
$288K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
75+ 312.5% |
$3.25K - $3.78K
|
99
$5.14K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
69New |
$2.99K - $3.48K
|
69
$3.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
68+ 1.52% |
$2.94K - $3.43K
|
4.53K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
63+ 0.68% |
$2.73K - $3.17K
|
9.27K
$481K
|