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 |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
237New |
$11.4K - $12.6K
|
237
$11.7K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-2.47K- 2.09% |
$119K - $131K
|
116K
$5.68M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
379K+ 156.62% |
$18.2M - $20.1M
|
621K
$30.6M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-19- 0.29% |
$912 - $1.01K
|
6.59K
$324K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
12.5K+ 33.18% |
$602K - $664K
|
50.3K
$2.47M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-71- 0.87% |
$3.41K - $3.76K
|
8.11K
$399K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.61K- 24.67% |
$125K - $138K
|
7.97K
$392K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.9K- 24.31% |
$91.2K - $101K
|
5.92K
$291K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.44KNew |
$309K - $342K
|
6.44K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-3.74K- 1.64% |
$180K - $198K
|
225K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-260- 1.51% |
$12.5K - $13.8K
|
16.9K
$833K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
78+ 1.3% |
$3.75K - $4.14K
|
6.06K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 2.4% |
$5.2M - $5.74M
|
4.62M
$227M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.8K- 1.32% |
$1.57M - $1.74M
|
2.46M
$121M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.9K- 69.21% |
$665K - $735K
|
6.16K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
23KNew |
$1.11M - $1.22M
|
23K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.57K- 0.77% |
$123K - $136K
|
333K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
124+ 0.19% |
$5.95K - $6.57K
|
64.7K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.08K+ 4.96% |
$52.1K - $57.5K
|
22.9K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12+ 0.2% |
$576 - $636
|
6.09K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.26K- 0.5% |
$109K - $120K
|
453K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.5K+ 164.81% |
$1.03M - $1.14M
|
34.5K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-183- 0.81% |
$8.79K - $9.7K
|
22.3K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
298+ 0.98% |
$14.3K - $15.8K
|
30.9K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.2K+ 14.91% |
$105K - $116K
|
16.9K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
192+ 0.21% |
$9.22K - $10.2K
|
93.3K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
4+ 0.09% |
$192 - $212
|
4.46K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.56K- 35.58% |
$123K - $136K
|
4.63K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-198- 2.43% |
$9.51K - $10.5K
|
7.94K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-122- 2.08% |
$5.86K - $6.47K
|
5.74K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.85K- 2.36% |
$329K - $363K
|
283K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.1K+ 1.99% |
$724K - $800K
|
772K
$38M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.94K- 29.01% |
$141K - $156K
|
7.2K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.2K+ 194.75% |
$536K - $592K
|
16.9K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31.3K- 2.01% |
$1.5M - $1.66M
|
1.53M
$75.2M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
3.63K+ 4.71% |
$174K - $193K
|
80.7K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.06K+ 0.8% |
$50.7K - $56K
|
132K
$6.52M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.12% |
$48 - $53
|
822
$40.4K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32.4K+ 32.63% |
$1.55M - $1.72M
|
132K
$6.47M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.87KNew |
$330K - $364K
|
6.87K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.9K- 3.47% |
$235K - $260K
|
136K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
134KNew |
$6.44M - $7.11M
|
134K
$6.6M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.19K+ 3.24% |
$105K - $116K
|
69.6K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
120New |
$5.76K - $6.36K
|
120
$5.9K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.51% |
$384 - $424
|
1.59K
$78.2K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-547- 0.3% |
$26.3K - $29K
|
182K
$8.97M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-811- 1.18% |
$38.9K - $43K
|
67.9K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
37.4K+ 355.25% |
$1.8M - $1.98M
|
47.9K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.5K- 10.93% |
$168K - $185K
|
28.5K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
992+ 8.14% |
$47.6K - $52.6K
|
13.2K
$649K
|