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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.61K- 15.52% |
$77.2K - $85.2K
|
8.75K
$447K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-3.36K- 5.38% |
$161K - $178K
|
59.1K
$3.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
19+ 0.39% |
$912 - $1.01K
|
4.94K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.09K+ 5.62% |
$52.2K - $57.7K
|
20.5K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.2% |
$336 - $371
|
3.49K
$178K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-310- 36.95% |
$14.9K - $16.4K
|
529
$27K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
283+ 3.09% |
$13.6K - $15K
|
9.45K
$483K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-357- 1.79% |
$17.1K - $18.9K
|
19.6K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
135New |
$6.48K - $7.16K
|
135
$6.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
552New |
$26.5K - $29.3K
|
552
$28.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.75K+ 3.9% |
$372K - $411K
|
206K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-426- 1.05% |
$20.5K - $22.6K
|
40.3K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.84K- 2.71% |
$136K - $151K
|
102K
$5.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
500+ 7.69% |
$24K - $26.5K
|
7K
$358K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.11K- 12.71% |
$53.2K - $58.7K
|
7.6K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
981+ 5.23% |
$47.1K - $52K
|
19.7K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.75K+ 20.2% |
$180K - $199K
|
22.3K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-34.7K- 65.04% |
$1.67M - $1.84M
|
18.6K
$952K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-981- 7.83% |
$47.1K - $52K
|
11.5K
$590K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-262- 9.54% |
$12.6K - $13.9K
|
2.48K
$127K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.04% |
$288 - $318
|
14.9K
$761K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.77K+ 4.17% |
$277K - $306K
|
144K
$7.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1New |
$48 - $53
|
1
$51.1
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
20.7KNew |
$993K - $1.1M
|
20.7K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-60- 33.33% |
$2.88K - $3.18K
|
120
$6.13K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-40- 0.41% |
$1.92K - $2.12K
|
9.75K
$498K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.89K+ 1.39% |
$90.8K - $100K
|
138K
$7.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
168New |
$8.07K - $8.91K
|
168
$8.58K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-21.7K- 23.64% |
$1.04M - $1.15M
|
70.1K
$3.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$48 - $53
|
4.55K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
21.5KNew |
$1.03M - $1.14M
|
21.5K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
20.3K+ 8.22% |
$977K - $1.08M
|
268K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-30- 0.2% |
$1.44K - $1.59K
|
15.3K
$781K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
276+ 0.39% |
$13.3K - $14.6K
|
70.8K
$3.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-465- 7.65% |
$22.3K - $24.7K
|
5.61K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-625- 1.0% |
$30K - $33.1K
|
62.1K
$3.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11.1K- 20.19% |
$532K - $587K
|
43.8K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.81K+ 1.21% |
$279K - $308K
|
485K
$24.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 2.77% |
$74.1K - $81.9K
|
54.1K
$2.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-688- 14.35% |
$33K - $36.5K
|
4.11K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
600+ 2.64% |
$28.8K - $31.8K
|
23.3K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
375New |
$18K - $19.9K
|
375
$19.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-97- 0.29% |
$4.66K - $5.14K
|
33.8K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.08% |
$48 - $53
|
94
$4.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
173+ 0.46% |
$8.31K - $9.17K
|
37.9K
$1.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.31KNew |
$62.8K - $69.3K
|
1.31K
$66.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.29K+ 6.45% |
$158K - $174K
|
54.3K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-681- 2.14% |
$32.7K - $36.1K
|
31.2K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.33K+ 7.1% |
$64K - $70.7K
|
20.1K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.15K- 4.73% |
$55.2K - $61K
|
23.2K
$1.18M
|