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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-35- 0.37% |
$1.75K - $1.86K
|
9.4K
$478K
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
361+ 1.05% |
$18.1K - $19.2K
|
34.8K
$1.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-7- 0.01% |
$350 - $373
|
60K
$3.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
3.88KNew |
$194K - $207K
|
3.88K
$197K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.66K- 4.92% |
$83.2K - $88.7K
|
32.2K
$1.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
546+ 1.08% |
$27.3K - $29.1K
|
50.9K
$2.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-440- 1.51% |
$22K - $23.4K
|
28.8K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-160- 2.48% |
$8K - $8.52K
|
6.28K
$319K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.46K+ 21.69% |
$72.8K - $77.5K
|
8.16K
$415K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
204+ 0.37% |
$10.2K - $10.9K
|
55.1K
$2.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-90- 1.8% |
$4.5K - $4.8K
|
4.92K
$250K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-24.3K- 26.28% |
$1.22M - $1.3M
|
68.2K
$3.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
21+ 0.39% |
$1.05K - $1.12K
|
5.45K
$277K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-777- 1.47% |
$38.9K - $41.4K
|
52.3K
$2.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.4K+ 185.58% |
$820K - $874K
|
25.2K
$1.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-4.54K- 1.63% |
$227K - $242K
|
275K
$14M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
103+ 2.28% |
$5.15K - $5.49K
|
4.62K
$235K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
110+ 1.92% |
$5.5K - $5.86K
|
5.85K
$297K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
52+ 0.56% |
$2.6K - $2.77K
|
9.32K
$474K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-164- 1.97% |
$8.2K - $8.74K
|
8.15K
$415K
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
3.97K+ 2.4% |
$199K - $211K
|
170K
$8.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-7.08K- 6.47% |
$354K - $377K
|
102K
$5.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-993- 5.1% |
$49.7K - $52.9K
|
18.5K
$939K
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
16.2K+ 24.81% |
$811K - $864K
|
81.6K
$4.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
8.11K+ 7.32% |
$406K - $432K
|
119K
$6.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
81New |
$4.05K - $4.32K
|
81
$4.12K
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-370- 0.92% |
$18.5K - $19.7K
|
39.7K
$2.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-12.8K- 34.1% |
$641K - $682K
|
24.7K
$1.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
1.83K+ 0.68% |
$91.3K - $97.2K
|
272K
$13.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3+ 0.05% |
$150 - $160
|
6.06K
$308K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.59K+ 4.44% |
$329K - $351K
|
155K
$7.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.93K+ 4.61% |
$246K - $263K
|
112K
$5.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.95KNew |
$97.5K - $104K
|
1.95K
$99.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
310+ 2.03% |
$15.5K - $16.5K
|
15.6K
$793K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-150- 0.23% |
$7.5K - $7.99K
|
65.8K
$3.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.37KNew |
$219K - $233K
|
4.37K
$222K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
221+ 1.26% |
$11.1K - $11.8K
|
17.8K
$904K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-13.6K- 12.99% |
$681K - $725K
|
91.1K
$4.63M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
77New |
$3.85K - $4.1K
|
77
$3.92K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.82K+ 26.01% |
$91.1K - $97.1K
|
8.83K
$449K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 0.43% |
$1.25K - $1.33K
|
5.82K
$296K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.9K+ 5.27% |
$245K - $261K
|
98K
$4.98M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.15K+ 5.59% |
$108K - $115K
|
40.7K
$2.07M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-415- 2.67% |
$20.8K - $22.1K
|
15.1K
$768K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9+ 150.0% |
$450 - $480
|
15
$763
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-119- 2.27% |
$5.95K - $6.34K
|
5.11K
$260K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-212K- 27.41% |
$9.16M - $10.7M
|
560K
$28.5M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.13K+ 19.58% |
$49K - $57.1K
|
6.92K
$352K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
200+ 0.8% |
$8.66K - $10.1K
|
25.2K
$1.28M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
497+ 2485.0% |
$21.5K - $25K
|
517
$26.3K
|
|