Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
18.1K+ 10.38% |
$905K - $964K
|
192K
$9.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.4K+ 185.58% |
$820K - $874K
|
25.2K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
16.2K+ 24.81% |
$811K - $864K
|
81.6K
$4.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
13.5K+ 4.02% |
$673K - $717K
|
348K
$18.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
8.11K+ 7.32% |
$406K - $432K
|
119K
$6.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.59K+ 4.44% |
$329K - $351K
|
155K
$8.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.93K+ 4.61% |
$246K - $263K
|
112K
$5.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.9K+ 5.27% |
$245K - $261K
|
98K
$5.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4.8KNew |
$240K - $256K
|
4.8K
$249K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.37KNew |
$219K - $233K
|
4.37K
$227K
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
3.97K+ 2.4% |
$199K - $211K
|
170K
$8.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.95KNew |
$198K - $211K
|
3.95K
$205K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
3.88KNew |
$194K - $207K
|
3.88K
$201K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.15K+ 5.59% |
$108K - $115K
|
40.7K
$2.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.95KNew |
$97.5K - $104K
|
1.95K
$101K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
1.83K+ 0.68% |
$91.3K - $97.2K
|
272K
$14.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.82K+ 26.01% |
$91.1K - $97.1K
|
8.83K
$458K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.46K+ 21.69% |
$72.8K - $77.5K
|
8.16K
$423K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
546+ 1.08% |
$27.3K - $29.1K
|
50.9K
$2.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
361+ 1.05% |
$18.1K - $19.2K
|
34.8K
$1.81M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
310+ 2.03% |
$15.5K - $16.5K
|
15.6K
$809K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
221+ 1.26% |
$11.1K - $11.8K
|
17.8K
$922K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
204+ 0.37% |
$10.2K - $10.9K
|
55.1K
$2.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
110+ 1.92% |
$5.5K - $5.86K
|
5.85K
$303K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
103+ 2.28% |
$5.15K - $5.49K
|
4.62K
$240K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
81New |
$4.05K - $4.32K
|
81
$4.2K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
77New |
$3.85K - $4.1K
|
77
$3.99K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
52+ 0.56% |
$2.6K - $2.77K
|
9.32K
$483K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 0.43% |
$1.25K - $1.33K
|
5.82K
$302K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
21+ 0.39% |
$1.05K - $1.12K
|
5.45K
$283K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9+ 150.0% |
$450 - $480
|
15
$778
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3+ 0.05% |
$150 - $160
|
6.06K
$315K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.32% |
$50 - $53.3
|
317
$16.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-7- 0.01% |
$350 - $373
|
60K
$3.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-35- 0.37% |
$1.75K - $1.86K
|
9.4K
$488K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-90- 1.8% |
$4.5K - $4.8K
|
4.92K
$255K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-108- 0.56% |
$5.4K - $5.75K
|
19.3K
$1M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-119- 2.27% |
$5.95K - $6.34K
|
5.11K
$265K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-150- 0.23% |
$7.5K - $7.99K
|
65.8K
$3.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-160- 2.48% |
$8K - $8.52K
|
6.28K
$326K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-164- 1.97% |
$8.2K - $8.74K
|
8.15K
$423K
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-370- 0.92% |
$18.5K - $19.7K
|
39.7K
$2.06M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-415- 2.67% |
$20.8K - $22.1K
|
15.1K
$784K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-440- 1.51% |
$22K - $23.4K
|
28.8K
$1.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-777- 1.47% |
$38.9K - $41.4K
|
52.3K
$2.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-993- 5.1% |
$49.7K - $52.9K
|
18.5K
$958K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.66K- 4.92% |
$83.2K - $88.7K
|
32.2K
$1.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-4.54K- 1.63% |
$227K - $242K
|
275K
$14.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-7.08K- 6.47% |
$354K - $377K
|
102K
$5.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-12.8K- 34.1% |
$641K - $682K
|
24.7K
$1.28M
|