Latest Institutional Purchases of Wisdomtree Tr U.S. Midcap Divi (DON)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S. Midcap Divi (DON) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
822K+ 503.35% |
$39.5M - $43.6M
|
985K
$48.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
379K+ 156.62% |
$18.2M - $20.1M
|
621K
$30.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
236K+ 141.36% |
$11.3M - $12.5M
|
403K
$19.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
145KNew |
$6.97M - $7.69M
|
145K
$7.14M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
134KNew |
$6.44M - $7.11M
|
134K
$6.6M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
109KNew |
$5.21M - $5.76M
|
109K
$5.34M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 2.4% |
$5.2M - $5.74M
|
4.62M
$227M
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.3K+ 3.01% |
$2.13M - $2.35M
|
1.52M
$74.5M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
37.4K+ 355.25% |
$1.8M - $1.98M
|
47.9K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32.4K+ 32.63% |
$1.55M - $1.72M
|
132K
$6.47M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
32.1K+ 58.55% |
$1.54M - $1.7M
|
86.9K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.7K+ 14.92% |
$1.28M - $1.41M
|
206K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
26K+ 19.91% |
$1.25M - $1.38M
|
157K
$7.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23.7K+ 159.41% |
$1.14M - $1.26M
|
38.6K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.6K+ 355.75% |
$1.13M - $1.25M
|
30.2K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
23KNew |
$1.11M - $1.22M
|
23K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
21.5KNew |
$1.03M - $1.14M
|
21.5K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.5K+ 164.81% |
$1.03M - $1.14M
|
34.5K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
20.7KNew |
$993K - $1.1M
|
20.7K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
20.3K+ 8.22% |
$977K - $1.08M
|
268K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
20.2K+ 9.07% |
$972K - $1.07M
|
243K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
18.5K+ 1.16% |
$888K - $980K
|
1.61M
$79.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 20.61% |
$858K - $947K
|
105K
$5.14M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.7K+ 3.43% |
$850K - $939K
|
534K
$26.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.3K+ 7.12% |
$831K - $918K
|
261K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.2K+ 16.77% |
$729K - $805K
|
106K
$5.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.1K+ 1.99% |
$724K - $800K
|
772K
$38M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.1K+ 19.04% |
$676K - $746K
|
88K
$4.33M
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
14.1K+ 8.33% |
$675K - $746K
|
183K
$9M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
12.6K+ 40.75% |
$607K - $670K
|
43.6K
$2.15M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
12.5K+ 33.18% |
$602K - $664K
|
50.3K
$2.47M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 13.61% |
$589K - $650K
|
102K
$5.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12K+ 3.7% |
$576K - $636K
|
336K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.6KNew |
$559K - $617K
|
11.6K
$572K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
11.6KNew |
$556K - $614K
|
11.6K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.2K+ 194.75% |
$536K - $592K
|
16.9K
$831K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.1K+ 30.55% |
$533K - $588K
|
47.4K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 1.3% |
$524K - $579K
|
850K
$41.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.6K+ 105640.0% |
$507K - $560K
|
10.6K
$520K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
10.4K+ 149.15% |
$497K - $549K
|
17.3K
$851K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
10.3K+ 2.16% |
$496K - $547K
|
488K
$24M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
8.95K+ 4.68% |
$430K - $474K
|
200K
$9.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
8.24K+ 25.95% |
$396K - $437K
|
40K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.82K+ 24.58% |
$376K - $415K
|
39.6K
$1.95M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
7.76K+ 3.44% |
$373K - $411K
|
233K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.75K+ 3.9% |
$372K - $411K
|
206K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
7.71K+ 30.83% |
$370K - $409K
|
32.7K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
6.98KNew |
$335K - $370K
|
6.98K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.87KNew |
$330K - $364K
|
6.87K
$338K
|