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
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.9K- 1.9% |
$169K - $196K
|
202K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-3.93K- 4.24% |
$170K - $198K
|
88.7K
$4.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.94K- 0.74% |
$170K - $198K
|
530K
$27.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-3.98K- 6.32% |
$172K - $200K
|
59K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-4.02K- 14.89% |
$174K - $203K
|
23K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.06K- 7.01% |
$176K - $204K
|
53.8K
$2.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.59K- 8.66% |
$199K - $231K
|
48.4K
$2.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-4.71K- 38.49% |
$204K - $237K
|
7.53K
$391K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-4.85K- 23.69% |
$210K - $244K
|
15.6K
$810K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.77K- 14.56% |
$250K - $291K
|
33.9K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.78K- 2.04% |
$250K - $291K
|
278K
$14.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.84K- 11.06% |
$253K - $294K
|
47K
$2.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-6.16K- 5.33% |
$267K - $310K
|
109K
$5.67M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.27K- 10.45% |
$271K - $316K
|
53.7K
$2.79M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-6.82K- 39.41% |
$295K - $343K
|
10.5K
$544K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.94K- 6.22% |
$300K - $350K
|
105K
$5.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.96K- 0.61% |
$301K - $350K
|
1.13M
$58.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.69K- 67.12% |
$376K - $437K
|
4.26K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-10.4K- 21.66% |
$449K - $523K
|
37.6K
$1.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.8K- 0.7% |
$466K - $542K
|
1.52M
$78.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11.1K- 23.4% |
$480K - $559K
|
36.3K
$1.88M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.4K- 2.97% |
$493K - $573K
|
372K
$19.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11.6K- 75.9% |
$502K - $584K
|
3.68K
$191K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-11.7K- 67.54% |
$507K - $590K
|
5.63K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-14.3K- 2.95% |
$619K - $721K
|
471K
$24.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.1K- 11.12% |
$655K - $762K
|
121K
$6.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.6K- 22.23% |
$673K - $783K
|
54.4K
$2.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-17.8K- 4.55% |
$769K - $895K
|
373K
$19.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.8K- 4.92% |
$859K - $1M
|
383K
$19.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-27.2K- 61.67% |
$1.18M - $1.37M
|
16.9K
$877K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30.7K- 24.29% |
$1.33M - $1.55M
|
95.8K
$4.97M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-35.9K- 24.98% |
$1.55M - $1.81M
|
108K
$5.6M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-39.2K- 50.0% |
$1.7M - $1.97M
|
39.2K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.3K- 78.18% |
$1.79M - $2.08M
|
11.5K
$598K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-43.4K- 33.02% |
$1.88M - $2.19M
|
88.1K
$4.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-55.3K- 82.98% |
$2.39M - $2.78M
|
11.3K
$588K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-59.9K- 5.74% |
$2.59M - $3.02M
|
983K
$51M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-64.7K- 98.01% |
$2.8M - $3.26M
|
1.32K
$68.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83.3K- 3.39% |
$3.61M - $4.2M
|
2.37M
$123M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-99.3K- 11.69% |
$4.3M - $5M
|
750K
$38.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-122K- 90.75% |
$5.27M - $6.13M
|
12.4K
$643K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-140K- 9.22% |
$6.04M - $7.03M
|
1.38M
$71.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-212K- 27.41% |
$9.16M - $10.7M
|
560K
$29.1M
|