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 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
7.76K+ 3.44% |
$373K - $411K
|
233K
$11.4M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.14% |
$48 - $53
|
705
$34.6K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-358- 26.0% |
$17.2K - $19K
|
1.02K
$49.9K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-81- 44.75% |
$3.89K - $4.29K
|
100
$4.9K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.76K+ 1.93% |
$84.6K - $93.4K
|
93.1K
$4.56M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-139- 3.78% |
$6.67K - $7.37K
|
3.53K
$173K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8New |
$384 - $424
|
8
$392
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-33.9K- 26.62% |
$1.63M - $1.8M
|
93.4K
$4.58M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-535- 6.96% |
$25.7K - $28.4K
|
7.16K
$351K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
562+ 8.18% |
$27K - $29.8K
|
7.43K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
293+ 0.58% |
$14.1K - $15.5K
|
51.2K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-9- 0.51% |
$432 - $477
|
1.77K
$86.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
71New |
$3.41K - $3.76K
|
71
$3.48K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3+ 0.01% |
$144 - $159
|
45.6K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.6K+ 6.83% |
$76.8K - $84.8K
|
25K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
925+ 7.85% |
$44.4K - $49K
|
12.7K
$623K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
643+ 1.67% |
$30.9K - $34.1K
|
39.2K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2+ 0.01% |
$96 - $106
|
19.1K
$935K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
239+ 2.06% |
$11.5K - $12.7K
|
11.8K
$581K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.46KNew |
$214K - $237K
|
4.46K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.35K- 33.3% |
$305K - $337K
|
12.7K
$623K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.6K+ 355.75% |
$1.13M - $1.25M
|
30.2K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.89K- 6.15% |
$90.8K - $100K
|
28.8K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.07% |
$240 - $265
|
6.76K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.3K- 9.1% |
$1.75M - $1.93M
|
363K
$17.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.12KNew |
$53.5K - $59.1K
|
1.12K
$54.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-329- 0.48% |
$15.8K - $17.4K
|
68.9K
$3.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
79+ 7.9% |
$3.79K - $4.19K
|
1.08K
$52.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
10.3K+ 2.16% |
$496K - $547K
|
488K
$23.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20+ 0.16% |
$960 - $1.06K
|
12.8K
$629K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
371+ 4.4% |
$17.8K - $19.7K
|
8.81K
$432K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
57+ 0.88% |
$2.74K - $3.02K
|
6.57K
$322K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
661+ 0.29% |
$31.7K - $35K
|
231K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.17K- 4.36% |
$248K - $274K
|
113K
$5.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-188- 0.87% |
$9.03K - $9.97K
|
21.4K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
11+ 0.18% |
$528 - $583
|
6.29K
$308K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12K+ 3.7% |
$576K - $636K
|
336K
$16.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
542+ 9.87% |
$26K - $28.7K
|
6.03K
$296K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
2.93K+ 25.52% |
$141K - $155K
|
14.4K
$707K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-3K- 27.83% |
$144K - $159K
|
7.78K
$381K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-8.27K- 11.61% |
$397K - $438K
|
63K
$3.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.37K- 4.9% |
$66K - $72.8K
|
26.7K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-583- 8.18% |
$28K - $30.9K
|
6.54K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-317- 0.71% |
$15.2K - $16.8K
|
44.5K
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
567+ 1.8% |
$27.2K - $30.1K
|
32K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3K+ 65.69% |
$144K - $159K
|
7.55K
$370K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
19+ 0.39% |
$912 - $1.01K
|
4.94K
$242K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.61K- 15.52% |
$77.2K - $85.2K
|
8.75K
$429K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-3.36K- 5.38% |
$161K - $178K
|
59.1K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
283+ 3.09% |
$13.6K - $15K
|
9.45K
$463K
|