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 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-693- 3.1% |
$30K - $34.9K
|
21.6K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-750- 9.25% |
$32.5K - $37.8K
|
7.36K
$382K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-792- 11.52% |
$34.3K - $39.9K
|
6.08K
$315K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-836- 1.63% |
$36.2K - $42.1K
|
50.4K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-899- 8.94% |
$38.9K - $45.3K
|
9.16K
$475K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-933- 1.0% |
$40.4K - $47K
|
92.5K
$4.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-952- 3.54% |
$41.2K - $48K
|
25.9K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-991- 2.42% |
$42.9K - $49.9K
|
40K
$2.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1K- 4.67% |
$43.4K - $50.5K
|
20.4K
$1.06M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.03K- 2.26% |
$44.6K - $51.9K
|
44.6K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1.03K- 1.28% |
$44.8K - $52.1K
|
79.6K
$4.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 2.04% |
$47.8K - $55.6K
|
53K
$2.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.12K- 12.75% |
$48.6K - $56.6K
|
7.69K
$399K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.14K- 2.56% |
$49.3K - $57.3K
|
43.4K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-1.17K- 2.08% |
$50.5K - $58.7K
|
54.9K
$2.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.23K- 37.23% |
$53.1K - $61.8K
|
2.07K
$107K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.27K- 3.18% |
$54.8K - $63.8K
|
38.5K
$2M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.27K- 15.18% |
$55.1K - $64.1K
|
7.11K
$369K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.31K- 17.33% |
$56.7K - $65.9K
|
6.25K
$324K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.49K- 15.68% |
$64.6K - $75.2K
|
8.02K
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.58K- 5.19% |
$68.3K - $79.5K
|
28.8K
$1.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.61K- 1.73% |
$69.7K - $81.1K
|
91.7K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.62K- 2.06% |
$70.2K - $81.7K
|
77.1K
$4M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.63K- 46.79% |
$70.6K - $82.2K
|
1.86K
$96.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.95K- 2.11% |
$84.5K - $98.4K
|
90.4K
$4.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-1.98K- 9.22% |
$85.5K - $99.5K
|
19.5K
$1.01M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.98K- 17.66% |
$85.8K - $99.8K
|
9.24K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.04K- 0.45% |
$88.2K - $103K
|
450K
$23.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.06K- 4.69% |
$88.9K - $104K
|
41.7K
$2.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.08K- 12.19% |
$89.8K - $105K
|
15K
$776K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-2.1K- 3.39% |
$91.1K - $106K
|
60K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.11K- 3.11% |
$91.5K - $106K
|
65.8K
$3.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.13K- 9.85% |
$92K - $107K
|
19.5K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.13K- 12.48% |
$92.2K - $107K
|
14.9K
$775K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.18K- 10.52% |
$94.2K - $110K
|
18.5K
$960K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.32K- 10.64% |
$100K - $117K
|
19.4K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.35K- 18.46% |
$102K - $118K
|
10.4K
$538K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-2.41K- 1.44% |
$104K - $122K
|
166K
$8.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.6K- 8.43% |
$113K - $131K
|
28.3K
$1.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.6K- 2.54% |
$113K - $131K
|
99.8K
$5.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.68K- 15.79% |
$116K - $135K
|
14.3K
$740K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.8K- 7.08% |
$121K - $141K
|
36.8K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.94K- 3.07% |
$127K - $148K
|
93.1K
$4.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.01K- 8.54% |
$130K - $152K
|
32.2K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.11K- 16.71% |
$135K - $157K
|
15.5K
$805K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.38K- 4.16% |
$146K - $170K
|
77.8K
$4.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.55K- 1.13% |
$153K - $179K
|
312K
$16.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.61K- 2.98% |
$156K - $182K
|
118K
$6.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.73K- 5.27% |
$161K - $188K
|
67K
$3.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-3.8K- 6.43% |
$164K - $191K
|
55.3K
$2.87M
|