Latest Institutional Transactions on Wisdomtree Tr U.S. Midcap Divi (DON)
This table provides information on the latest institutional transactions involving Wisdomtree Tr U.S. Midcap Divi (DON) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
337+ 0.74% |
$14.6K - $17K
|
46.1K
$2.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
62+ 0.39% |
$2.68K - $3.12K
|
16K
$819K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.03K+ 3.59% |
$44.8K - $52.1K
|
29.9K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-251- 1.44% |
$10.9K - $12.6K
|
17.2K
$876K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.67% |
$216 - $252
|
754
$38.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.1K+ 13.55% |
$90.8K - $106K
|
17.6K
$899K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-456- 0.69% |
$19.7K - $23K
|
66K
$3.37M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-2.41K- 1.44% |
$104K - $122K
|
166K
$8.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30.7K- 24.29% |
$1.33M - $1.55M
|
95.8K
$4.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$1.43K - $1.66K
|
33
$1.69K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
779+ 7.56% |
$33.7K - $39.2K
|
11.1K
$566K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
37+ 0.39% |
$1.6K - $1.86K
|
9.62K
$492K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 22.31% |
$1.26K - $1.46K
|
159
$8.12K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-166- 2.64% |
$7.18K - $8.36K
|
6.12K
$313K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-570- 4.48% |
$24.7K - $28.7K
|
12.1K
$620K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2.12K+ 1.96% |
$91.9K - $107K
|
111K
$5.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.72K+ 14.8% |
$247K - $288K
|
44.3K
$2.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3+ 0.05% |
$130 - $151
|
6.06K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7KNew |
$303K - $353K
|
7K
$358K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.21% |
$519 - $604
|
5.6K
$286K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-21- 0.47% |
$909 - $1.06K
|
4.45K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.34K+ 3.34% |
$57.8K - $67.3K
|
41.3K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-67- 0.16% |
$2.9K - $3.37K
|
41.8K
$2.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
63+ 0.68% |
$2.73K - $3.17K
|
9.27K
$473K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-459- 1.72% |
$19.9K - $23.1K
|
26.2K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-400- 2.29% |
$17.3K - $20.1K
|
17.1K
$871K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-591- 2.76% |
$25.6K - $29.8K
|
20.8K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-100- 0.42% |
$4.33K - $5.04K
|
23.7K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.7K+ 93.5% |
$592K - $689K
|
28.3K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-18- 0.06% |
$779 - $907
|
29.2K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.84K+ 10.0% |
$123K - $143K
|
31.2K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.28% |
$43.3 - $50.4
|
358
$18.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-13- 68.42% |
$563 - $655
|
6
$307
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
7.77K+ 4.25% |
$336K - $391K
|
191K
$9.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-1.17K- 2.08% |
$50.5K - $58.7K
|
54.9K
$2.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
47+ 0.67% |
$2.03K - $2.37K
|
7.03K
$359K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13.6K+ 12.46% |
$590K - $687K
|
123K
$6.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
96+ 1.76% |
$4.15K - $4.84K
|
5.56K
$284K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
10.1K+ 6.56% |
$436K - $507K
|
164K
$8.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.43K+ 529.11% |
$322K - $374K
|
8.84K
$452K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.32K- 10.64% |
$100K - $117K
|
19.4K
$994K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-11.7K- 67.54% |
$507K - $590K
|
5.63K
$288K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
720+ 0.31% |
$31.2K - $36.3K
|
232K
$11.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
8.03K+ 25.06% |
$347K - $404K
|
40.1K
$2.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-991- 2.42% |
$42.9K - $49.9K
|
40K
$2.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-258- 4.9% |
$11.2K - $13K
|
5.01K
$256K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.27K- 3.18% |
$54.8K - $63.8K
|
38.5K
$1.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.94K- 6.22% |
$300K - $350K
|
105K
$5.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
30+ 0.52% |
$1.3K - $1.51K
|
5.79K
$296K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.35K+ 2.31% |
$145K - $169K
|
148K
$7.59M
|