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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
41.4K+ 111.85% |
$1.79M - $2.08M
|
78.3K
$3.97M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
753+ 0.71% |
$32.6K - $37.9K
|
107K
$5.4M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83.3K- 3.39% |
$3.61M - $4.2M
|
2.37M
$120M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.24K+ 6.5% |
$97.1K - $113K
|
36.8K
$1.86M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
114+ 2.46% |
$4.93K - $5.74K
|
4.75K
$241K
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.11K- 3.11% |
$91.5K - $106K
|
65.8K
$3.33M
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
457+ 9.3% |
$19.8K - $23K
|
5.37K
$272K
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.31KNew |
$187K - $217K
|
4.31K
$219K
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-122K- 90.75% |
$5.27M - $6.13M
|
12.4K
$629K
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-140K- 9.22% |
$6.04M - $7.03M
|
1.38M
$69.8M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
177+ 0.79% |
$7.66K - $8.92K
|
22.5K
$1.14M
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
11+ 0.26% |
$476 - $554
|
4.24K
$215K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.3K- 78.18% |
$1.79M - $2.08M
|
11.5K
$584K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.55K- 1.13% |
$153K - $179K
|
312K
$15.8M
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 1.59% |
$216 - $252
|
319
$16.2K
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.36K+ 1.85% |
$102K - $119K
|
130K
$6.6M
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
39.7K+ 21.73% |
$1.72M - $2M
|
222K
$11.3M
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.41K+ 20.15% |
$147K - $172K
|
20.3K
$1.03M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
176K+ 10.89% |
$7.6M - $8.84M
|
1.79M
$90.7M
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-230- 1.24% |
$9.95K - $11.6K
|
18.3K
$926K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.14K+ 68.02% |
$179K - $208K
|
10.2K
$518K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.37K+ 2.62% |
$146K - $170K
|
132K
$6.69M
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.53K+ 1.74% |
$66.2K - $77.1K
|
89.5K
$4.54M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-899- 8.94% |
$38.9K - $45.3K
|
9.16K
$464K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-59.9K- 5.74% |
$2.59M - $3.02M
|
983K
$49.9M
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.77K- 14.56% |
$250K - $291K
|
33.9K
$1.72M
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
68+ 1.52% |
$2.94K - $3.43K
|
4.53K
$230K
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.62K- 2.06% |
$70.2K - $81.7K
|
77.1K
$3.91M
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10+ 0.63% |
$433 - $504
|
1.6K
$81.1K
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
202+ 0.22% |
$8.74K - $10.2K
|
93.3K
$4.73M
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.51K+ 54.24% |
$152K - $177K
|
9.98K
$506K
|
|
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
$857K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.49K+ 26.55% |
$194K - $226K
|
21.4K
$1.08M
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1.03K- 1.28% |
$44.8K - $52.1K
|
79.6K
$4.04M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$1.05M - $1.23M
|
24.3K
$1.23M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.96K- 0.61% |
$301K - $350K
|
1.13M
$57.2M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45.7K+ 8.88% |
$1.98M - $2.3M
|
560K
$28.4M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.2KNew |
$572K - $666K
|
13.2K
$670K
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.38K- 4.16% |
$146K - $170K
|
77.8K
$3.95M
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.9K+ 33.52% |
$169K - $196K
|
15.5K
$788K
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-73- 0.49% |
$3.16K - $3.68K
|
14.8K
$751K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.1K- 11.12% |
$655K - $762K
|
121K
$6.13M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-212K- 27.41% |
$9.16M - $10.7M
|
560K
$28.4M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
242K+ 5.23% |
$10.5M - $12.2M
|
4.86M
$246M
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-570- 2.47% |
$24.7K - $28.7K
|
22.5K
$1.14M
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
3.82K+ 1.7% |
$165K - $192K
|
228K
$11.6M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-236- 6.24% |
$10.2K - $11.9K
|
3.55K
$180K
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20+ 0.07% |
$866 - $1.01K
|
28.5K
$1.45M
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.01K+ 7.67% |
$43.8K - $51K
|
14.2K
$720K
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.58K- 5.19% |
$68.3K - $79.5K
|
28.8K
$1.46M
|