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 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-51- 0.54% |
$2.21K - $2.57K
|
9.44K
$489K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-53- 0.78% |
$2.29K - $2.67K
|
6.71K
$348K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-58- 0.15% |
$2.51K - $2.92K
|
39.5K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-63- 0.23% |
$2.73K - $3.17K
|
27K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-64- 0.73% |
$2.77K - $3.22K
|
8.68K
$450K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-67- 0.16% |
$2.9K - $3.37K
|
41.8K
$2.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-73- 29.8% |
$3.16K - $3.68K
|
172
$8.92K
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-73- 0.49% |
$3.16K - $3.68K
|
14.8K
$768K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-91- 0.62% |
$3.94K - $4.58K
|
14.5K
$752K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-100- 0.94% |
$4.33K - $5.04K
|
10.6K
$550K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-100- 0.42% |
$4.33K - $5.04K
|
23.7K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-101- 1.54% |
$4.37K - $5.09K
|
6.44K
$334K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-116- 16.45% |
$5.02K - $5.84K
|
589
$30.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-119- 2.22% |
$5.15K - $5.99K
|
5.23K
$271K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-123- 3.46% |
$5.32K - $6.2K
|
3.43K
$178K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-127- 0.65% |
$5.5K - $6.4K
|
19.4K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-166- 2.64% |
$7.18K - $8.36K
|
6.12K
$317K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-167- 2.96% |
$7.23K - $8.41K
|
5.47K
$284K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-184- 32.57% |
$7.96K - $9.27K
|
381
$19.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-189- 2.38% |
$8.18K - $9.52K
|
7.75K
$402K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-212- 3.23% |
$9.18K - $10.7K
|
6.36K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-230- 1.24% |
$9.95K - $11.6K
|
18.3K
$948K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-236- 6.24% |
$10.2K - $11.9K
|
3.55K
$184K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-244- 1.08% |
$10.6K - $12.3K
|
22.3K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-247- 1.13% |
$10.7K - $12.4K
|
21.7K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-251- 1.44% |
$10.9K - $12.6K
|
17.2K
$890K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-258- 4.9% |
$11.2K - $13K
|
5.01K
$260K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-262- 3.83% |
$11.3K - $13.2K
|
6.59K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-315- 3.23% |
$13.6K - $15.9K
|
9.44K
$490K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-315- 6.12% |
$13.6K - $15.9K
|
4.83K
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-357- 0.51% |
$15.5K - $18K
|
69.8K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-360- 54.55% |
$15.6K - $18.1K
|
300
$15.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-372- 7.66% |
$16.1K - $18.7K
|
4.48K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-380- 0.85% |
$16.4K - $19.1K
|
44.1K
$2.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-380- 1.63% |
$16.4K - $19.1K
|
22.9K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-388- 0.6% |
$16.8K - $19.5K
|
64.3K
$3.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-392- 4.15% |
$17K - $19.7K
|
9.06K
$470K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-392- 1.9% |
$17K - $19.7K
|
20.3K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-400- 2.29% |
$17.3K - $20.1K
|
17.1K
$885K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-456- 0.69% |
$19.7K - $23K
|
66K
$3.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-459- 1.72% |
$19.9K - $23.1K
|
26.2K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-472- 7.66% |
$20.4K - $23.8K
|
5.69K
$295K
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-500- 6.43% |
$21.6K - $25.2K
|
7.28K
$378K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-559- 5.29% |
$24.2K - $28.2K
|
10K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-570- 2.47% |
$24.7K - $28.7K
|
22.5K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-570- 4.48% |
$24.7K - $28.7K
|
12.1K
$630K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-585- 0.57% |
$25.3K - $29.5K
|
101K
$5.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-591- 2.76% |
$25.6K - $29.8K
|
20.8K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-616- 2.78% |
$26.7K - $31K
|
21.5K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-645- 7.39% |
$27.9K - $32.5K
|
8.08K
$419K
|