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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
324KNew |
$16.4M - $18M
|
324K
$17M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
318K+ 4788.75% |
$16M - $17.6M
|
324K
$17M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
126KNew |
$6.36M - $6.99M
|
126K
$6.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
91.4KNew |
$4.62M - $5.07M
|
91.4K
$4.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
62.7KNew |
$3.17M - $3.49M
|
62.7K
$3.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
55.8KNew |
$2.82M - $3.1M
|
55.8K
$2.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
51.8KNew |
$2.62M - $2.88M
|
51.8K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
41.5KNew |
$2.1M - $2.31M
|
41.5K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
29.6K+ 22.15% |
$1.5M - $1.65M
|
163K
$8.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
23.5K+ 11.67% |
$1.19M - $1.31M
|
225K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
20.4K+ 18.56% |
$1.03M - $1.14M
|
131K
$6.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
18.8KNew |
$949K - $1.04M
|
18.8K
$984K
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15.3KNew |
$774K - $850K
|
15.3K
$802K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.63K+ 183.5% |
$487K - $535K
|
14.9K
$780K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
8.89K+ 89.92% |
$449K - $494K
|
18.8K
$983K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.24KNew |
$366K - $402K
|
7.24K
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
6.94K+ 4.7% |
$351K - $386K
|
154K
$8.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.85K+ 68.46% |
$346K - $381K
|
16.9K
$883K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.23K+ 10.38% |
$315K - $346K
|
66.3K
$3.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.6K+ 5.34% |
$283K - $311K
|
110K
$5.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.46K+ 18.18% |
$276K - $303K
|
35.5K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.84KNew |
$244K - $269K
|
4.84K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.79KNew |
$242K - $266K
|
4.79K
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.56KNew |
$230K - $253K
|
4.56K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.91KNew |
$197K - $217K
|
3.91K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
3.11K+ 1.21% |
$157K - $172K
|
260K
$13.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.97K+ 22.88% |
$150K - $165K
|
15.9K
$835K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.64K+ 9.05% |
$133K - $146K
|
31.8K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.42K+ 14.24% |
$122K - $134K
|
19.4K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.23K+ 1.73% |
$113K - $124K
|
131K
$6.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.03K+ 32.84% |
$103K - $113K
|
8.21K
$430K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.75K+ 26.35% |
$88.2K - $97K
|
8.37K
$439K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.61K+ 5.35% |
$81.5K - $89.6K
|
31.8K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
945+ 5.04% |
$47.8K - $52.5K
|
19.7K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
920+ 2.54% |
$46.5K - $51.1K
|
37.2K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
750New |
$37.9K - $41.7K
|
750
$39.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
744New |
$37.6K - $41.3K
|
744
$39K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
704+ 12.97% |
$35.6K - $39.1K
|
6.13K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
422+ 8.33% |
$21.3K - $23.4K
|
5.49K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
401+ 1.87% |
$20.3K - $22.3K
|
21.8K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
342+ 1.43% |
$17.3K - $19K
|
24.3K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
300+ 41.38% |
$15.2K - $16.7K
|
1.03K
$53.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
238+ 1.4% |
$12K - $13.2K
|
17.3K
$906K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
233+ 0.49% |
$11.8K - $12.9K
|
47.5K
$2.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
222New |
$11.2K - $12.3K
|
222
$11.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
211New |
$10.7K - $11.7K
|
211
$11.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
188+ 0.37% |
$9.5K - $10.4K
|
50.9K
$2.67M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
177New |
$8.94K - $9.83K
|
177
$9.27K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
170+ 0.12% |
$8.59K - $9.44K
|
136K
$7.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
78+ 0.39% |
$3.94K - $4.33K
|
19.9K
$1.04M
|