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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-51.5K- 4.7% |
$2.47M - $2.73M
|
1.04M
$53.3M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-29.2K- 5.53% |
$1.4M - $1.55M
|
499K
$25.5M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.78K- 11.96% |
$230K - $254K
|
35.2K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
294+ 2.59% |
$14.1K - $15.6K
|
11.6K
$595K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-52- 2.24% |
$2.5K - $2.76K
|
2.27K
$116K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.1K+ 19.04% |
$676K - $746K
|
88K
$4.5M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.51% |
$1.06K - $1.17K
|
4.3K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-103K- 91.55% |
$4.95M - $5.47M
|
9.52K
$486K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-386- 6.73% |
$18.5K - $20.5K
|
5.35K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-200- 3.91% |
$9.6K - $10.6K
|
4.91K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-533- 92.7% |
$25.6K - $28.3K
|
42
$2.15K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.07% |
$48 - $53
|
1.36K
$69.4K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
801+ 5.3% |
$38.5K - $42.5K
|
15.9K
$813K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.2K+ 16.77% |
$729K - $805K
|
106K
$5.41M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.14K- 39.34% |
$103K - $113K
|
3.29K
$168K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.46K+ 0.79% |
$118K - $130K
|
315K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-850- 0.91% |
$40.8K - $45.1K
|
92.6K
$4.73M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
162New |
$7.78K - $8.59K
|
162
$8.28K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.1K+ 30.55% |
$533K - $588K
|
47.4K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
18.5K+ 1.16% |
$888K - $980K
|
1.61M
$82.4M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
23+ 0.52% |
$1.1K - $1.22K
|
4.47K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-319- 1.42% |
$15.3K - $16.9K
|
22.2K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 6.52% |
$60K - $66.3K
|
20.4K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.08K- 6.36% |
$196K - $216K
|
60K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
8.95K+ 4.68% |
$430K - $474K
|
200K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.02K- 0.09% |
$49.1K - $54.2K
|
1.13M
$58M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.02% |
$48 - $53
|
4.52K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-853- 4.24% |
$41K - $45.2K
|
19.3K
$984K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 50.0% |
$960 - $1.06K
|
60
$3.07K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-483- 3.2% |
$23.2K - $25.6K
|
14.6K
$746K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.31K+ 2.06% |
$303K - $335K
|
312K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
9+ 0.21% |
$432 - $477
|
4.23K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
994+ 4.62% |
$47.7K - $52.7K
|
22.5K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.26K+ 4.58% |
$108K - $120K
|
51.6K
$2.64M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-287- 6.62% |
$13.8K - $15.2K
|
4.05K
$207K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
187+ 1.73% |
$8.98K - $9.91K
|
11K
$562K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 4.82% |
$2.88K - $3.18K
|
1.19K
$60.6K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
26New |
$1.25K - $1.38K
|
26
$1.33K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-40.7K- 9.45% |
$1.96M - $2.16M
|
390K
$19.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
822K+ 503.35% |
$39.5M - $43.6M
|
985K
$50.3M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-288- 3.19% |
$13.8K - $15.3K
|
8.73K
$446K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
32.1K+ 58.55% |
$1.54M - $1.7M
|
86.9K
$4.44M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-19.1K- 1.04% |
$918K - $1.01M
|
1.82M
$93M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
38+ 0.15% |
$1.82K - $2.01K
|
25.3K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
605+ 0.75% |
$29.1K - $32.1K
|
80.8K
$4.13M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-92.4K- 17.58% |
$4.44M - $4.9M
|
433K
$22.1M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.31K+ 3.71% |
$159K - $175K
|
92.4K
$4.72M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 13.61% |
$589K - $650K
|
102K
$5.23M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
346+ 10.07% |
$16.6K - $18.3K
|
3.78K
$193K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-17- 0.35% |
$816 - $901
|
4.86K
$248K
|