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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
467K+ 75.16% |
$20.2M - $23.5M
|
1.09M
$55.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
390KNew |
$16.9M - $19.7M
|
390K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
242K+ 5.23% |
$10.5M - $12.2M
|
4.86M
$246M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
176K+ 10.89% |
$7.6M - $8.84M
|
1.79M
$90.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
80.5K+ 51.37% |
$3.48M - $4.05M
|
237K
$12M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
69.2KNew |
$3M - $3.49M
|
69.2K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
58.8KNew |
$2.55M - $2.96M
|
58.8K
$2.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
46KNew |
$1.99M - $2.32M
|
46K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45.7K+ 8.88% |
$1.98M - $2.3M
|
560K
$28.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
41.4K+ 111.85% |
$1.79M - $2.08M
|
78.3K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
39.7K+ 21.73% |
$1.72M - $2M
|
222K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.4K+ 8.63% |
$1.4M - $1.63M
|
407K
$20.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
27.9K+ 11.47% |
$1.21M - $1.41M
|
271K
$13.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.6K+ 12.44% |
$1.11M - $1.29M
|
232K
$11.8M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.6K+ 2.49% |
$1.06M - $1.24M
|
1.01M
$51.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$1.05M - $1.23M
|
24.3K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
23.3K+ 6.93% |
$1.01M - $1.17M
|
360K
$18.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
22.9K+ 4.58% |
$990K - $1.15M
|
522K
$26.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.9K+ 330.4% |
$820K - $954K
|
24.7K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8K+ 3.8% |
$597K - $695K
|
377K
$19.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.7K+ 93.5% |
$592K - $689K
|
28.3K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13.6K+ 12.46% |
$590K - $687K
|
123K
$6.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.2KNew |
$572K - $666K
|
13.2K
$670K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.1K+ 13.39% |
$569K - $662K
|
111K
$5.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5K+ 0.62% |
$542K - $631K
|
2.02M
$102M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.8K+ 4.42% |
$512K - $596K
|
279K
$14.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
11.2K+ 0.62% |
$486K - $566K
|
1.83M
$92.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
11.1K+ 20.42% |
$480K - $558K
|
65.4K
$3.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.1K+ 12.46% |
$437K - $508K
|
91.1K
$4.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
10.1K+ 6.56% |
$436K - $507K
|
164K
$8.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
8.79K+ 1.8% |
$380K - $443K
|
497K
$25.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.27KNew |
$358K - $416K
|
8.27K
$419K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
8.03K+ 25.06% |
$347K - $404K
|
40.1K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7.93K+ 18.18% |
$343K - $399K
|
51.6K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.9K+ 814.74% |
$342K - $398K
|
8.87K
$450K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
7.8K+ 2.98% |
$337K - $393K
|
270K
$13.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
7.77K+ 4.25% |
$336K - $391K
|
191K
$9.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
7.74K+ 2.37% |
$335K - $390K
|
335K
$17M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.67KNew |
$332K - $386K
|
7.67K
$389K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.43K+ 529.11% |
$322K - $374K
|
8.84K
$448K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.33K+ 4.39% |
$317K - $369K
|
174K
$8.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7KNew |
$303K - $353K
|
7K
$355K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.72K+ 2.01% |
$291K - $338K
|
341K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.25K+ 2.4% |
$271K - $315K
|
267K
$13.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.08KNew |
$263K - $306K
|
6.08K
$308K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.9K+ 52.12% |
$255K - $297K
|
17.2K
$873K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.83K+ 21.71% |
$252K - $294K
|
32.7K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.72K+ 14.8% |
$247K - $288K
|
44.3K
$2.25M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.61K+ 35.24% |
$243K - $283K
|
21.5K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.54KNew |
$240K - $279K
|
5.54K
$281K
|