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 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
75.7K+ 25.32% |
$3.64M - $4.02M
|
375K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.3K+ 7.12% |
$831K - $918K
|
261K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.7K+ 14.92% |
$1.28M - $1.41M
|
206K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-510- 1.72% |
$24.5K - $27K
|
29.1K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.56K- 9.52% |
$267K - $295K
|
52.8K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15+ 5.02% |
$720 - $795
|
314
$15.4K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-3.27K- 7.63% |
$157K - $173K
|
39.6K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
304+ 3.76% |
$14.6K - $16.1K
|
8.38K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-44- 0.46% |
$2.11K - $2.33K
|
9.49K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
600+ 1.65% |
$28.8K - $31.8K
|
37K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.3K+ 3.01% |
$2.13M - $2.35M
|
1.52M
$74.3M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
797+ 6.88% |
$38.3K - $42.3K
|
12.4K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.9K- 5.49% |
$1.44M - $1.58M
|
515K
$25.2M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.1K- 72.72% |
$629K - $694K
|
4.91K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.07K- 0.32% |
$51.2K - $56.5K
|
334K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-305- 1.37% |
$14.6K - $16.2K
|
21.9K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-369- 1.43% |
$17.7K - $19.6K
|
25.4K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-434- 9.92% |
$20.8K - $23K
|
3.94K
$193K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.3K+ 4.27% |
$62.3K - $68.8K
|
31.7K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.54% |
$48 - $53
|
187
$9.16K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.58K- 3.08% |
$124K - $137K
|
81.2K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
6.47KNew |
$311K - $343K
|
6.47K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-665- 4.28% |
$31.9K - $35.3K
|
14.9K
$729K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8+ 0.17% |
$384 - $424
|
4.8K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
928+ 1.3% |
$44.6K - $49.2K
|
72.5K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-87.1KClosed |
$4.18M - $4.62M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.72K- 12.08% |
$179K - $197K
|
27.1K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.25K- 3.96% |
$60.2K - $66.4K
|
30.4K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-256- 0.2% |
$12.3K - $13.6K
|
129K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-75- 0.7% |
$3.6K - $3.98K
|
10.7K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
19+ 0.4% |
$912 - $1.01K
|
4.75K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 1.59% |
$48 - $53
|
62
$3.04K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.78K- 11.96% |
$230K - $254K
|
35.2K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-29.2K- 5.53% |
$1.4M - $1.55M
|
499K
$24.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-51.5K- 4.7% |
$2.47M - $2.73M
|
1.04M
$51.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-293- 0.5% |
$14.1K - $15.5K
|
57.9K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
389+ 21.49% |
$18.7K - $20.6K
|
2.2K
$108K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-52- 2.24% |
$2.5K - $2.76K
|
2.27K
$111K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.1K+ 19.04% |
$676K - $746K
|
88K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.51% |
$1.06K - $1.17K
|
4.3K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-103K- 91.55% |
$4.95M - $5.47M
|
9.52K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-386- 6.73% |
$18.5K - $20.5K
|
5.35K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-200- 3.91% |
$9.6K - $10.6K
|
4.91K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.07% |
$48 - $53
|
1.36K
$66.6K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-533- 92.7% |
$25.6K - $28.3K
|
42
$2.06K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
294+ 2.59% |
$14.1K - $15.6K
|
11.6K
$571K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
801+ 5.3% |
$38.5K - $42.5K
|
15.9K
$780K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.2K+ 16.77% |
$729K - $805K
|
106K
$5.18M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.14K- 39.34% |
$103K - $113K
|
3.29K
$161K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.46K+ 0.79% |
$118K - $130K
|
315K
$15.4M
|