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 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.94K- 3.07% |
$127K - $148K
|
93.1K
$4.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
4.91K+ 15.0% |
$212K - $247K
|
37.6K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
860+ 5.15% |
$37.2K - $43.3K
|
17.5K
$897K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
39New |
$1.69K - $1.96K
|
39
$1.99K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-559- 5.29% |
$24.2K - $28.2K
|
10K
$512K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-49- 0.71% |
$2.12K - $2.47K
|
6.81K
$348K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.33K+ 4.39% |
$317K - $369K
|
174K
$8.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-184- 32.57% |
$7.96K - $9.27K
|
381
$19.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
7.74K+ 2.37% |
$335K - $390K
|
335K
$17.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-119- 2.22% |
$5.15K - $5.99K
|
5.23K
$267K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
69New |
$2.99K - $3.48K
|
69
$3.53K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.02K+ 7.06% |
$87.4K - $102K
|
30.6K
$1.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
200+ 0.8% |
$8.66K - $10.1K
|
25.2K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.64% |
$86.6 - $101
|
316
$16.1K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-35.9K- 24.98% |
$1.55M - $1.81M
|
108K
$5.51M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
620+ 2.18% |
$26.8K - $31.2K
|
29.1K
$1.49M
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
308+ 2.58% |
$14.8K - $16.3K
|
12.2K
$626K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-2.47K- 2.09% |
$119K - $131K
|
116K
$5.9M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
237New |
$11.4K - $12.6K
|
237
$12.1K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
12.5K+ 33.18% |
$602K - $664K
|
50.3K
$2.57M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
379K+ 156.62% |
$18.2M - $20.1M
|
621K
$31.7M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-19- 0.29% |
$912 - $1.01K
|
6.59K
$337K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.61K- 24.67% |
$125K - $138K
|
7.97K
$407K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-71- 0.87% |
$3.41K - $3.76K
|
8.11K
$414K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.44KNew |
$309K - $342K
|
6.44K
$329K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.9K- 24.31% |
$91.2K - $101K
|
5.92K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
23KNew |
$1.11M - $1.22M
|
23K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.57K- 0.77% |
$123K - $136K
|
333K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.9K- 69.21% |
$665K - $735K
|
6.16K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
124+ 0.19% |
$5.95K - $6.57K
|
64.7K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-3.74K- 1.64% |
$180K - $198K
|
225K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-122- 2.08% |
$5.86K - $6.47K
|
5.74K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
298+ 0.98% |
$14.3K - $15.8K
|
30.9K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.85K- 2.36% |
$329K - $363K
|
283K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.1K+ 1.99% |
$724K - $800K
|
772K
$39.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.8K- 1.32% |
$1.57M - $1.74M
|
2.46M
$126M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 2.4% |
$5.2M - $5.74M
|
4.62M
$236M
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-260- 1.51% |
$12.5K - $13.8K
|
16.9K
$866K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-183- 0.81% |
$8.79K - $9.7K
|
22.3K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.5K+ 164.81% |
$1.03M - $1.14M
|
34.5K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.2K+ 14.91% |
$105K - $116K
|
16.9K
$864K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
4+ 0.09% |
$192 - $212
|
4.46K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.56K- 35.58% |
$123K - $136K
|
4.63K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-198- 2.43% |
$9.51K - $10.5K
|
7.94K
$406K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12+ 0.2% |
$576 - $636
|
6.09K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.08K+ 4.96% |
$52.1K - $57.5K
|
22.9K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.9K- 3.47% |
$235K - $260K
|
136K
$6.95M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
120New |
$5.76K - $6.36K
|
120
$6.13K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31.3K- 2.01% |
$1.5M - $1.66M
|
1.53M
$78.1M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
3.63K+ 4.71% |
$174K - $193K
|
80.7K
$4.12M
|
|