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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.7K+ 93.5% |
$592K - $689K
|
28.3K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13.6K+ 12.46% |
$590K - $687K
|
123K
$6.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
10.1K+ 6.56% |
$436K - $507K
|
164K
$8.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
8.03K+ 25.06% |
$347K - $404K
|
40.1K
$2.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
7.77K+ 4.25% |
$336K - $391K
|
191K
$9.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
7.74K+ 2.37% |
$335K - $390K
|
335K
$17.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.43K+ 529.11% |
$322K - $374K
|
8.84K
$452K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.33K+ 4.39% |
$317K - $369K
|
174K
$8.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7KNew |
$303K - $353K
|
7K
$358K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.72K+ 14.8% |
$247K - $288K
|
44.3K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
4.91K+ 15.0% |
$212K - $247K
|
37.6K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.35K+ 2.31% |
$145K - $169K
|
148K
$7.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.84K+ 10.0% |
$123K - $143K
|
31.2K
$1.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2.12K+ 1.96% |
$91.9K - $107K
|
111K
$5.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.1K+ 13.55% |
$90.8K - $106K
|
17.6K
$899K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.02K+ 7.06% |
$87.4K - $102K
|
30.6K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.34K+ 3.34% |
$57.8K - $67.3K
|
41.3K
$2.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.03K+ 3.59% |
$44.8K - $52.1K
|
29.9K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
860+ 5.15% |
$37.2K - $43.3K
|
17.5K
$897K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
779+ 7.56% |
$33.7K - $39.2K
|
11.1K
$566K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
720+ 0.31% |
$31.2K - $36.3K
|
232K
$11.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
620+ 2.18% |
$26.8K - $31.2K
|
29.1K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
337+ 0.74% |
$14.6K - $17K
|
46.1K
$2.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
200+ 0.8% |
$8.66K - $10.1K
|
25.2K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
96+ 1.76% |
$4.15K - $4.84K
|
5.56K
$284K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
69New |
$2.99K - $3.48K
|
69
$3.53K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
63+ 0.68% |
$2.73K - $3.17K
|
9.27K
$473K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
62+ 0.39% |
$2.68K - $3.12K
|
16K
$819K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
47+ 0.67% |
$2.03K - $2.37K
|
7.03K
$359K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
39New |
$1.69K - $1.96K
|
39
$1.99K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
37+ 0.39% |
$1.6K - $1.86K
|
9.62K
$492K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$1.43K - $1.66K
|
33
$1.69K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
30+ 0.52% |
$1.3K - $1.51K
|
5.79K
$296K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 22.31% |
$1.26K - $1.46K
|
159
$8.12K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.21% |
$519 - $604
|
5.6K
$286K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.67% |
$216 - $252
|
754
$38.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3+ 0.05% |
$130 - $151
|
6.06K
$310K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.64% |
$86.6 - $101
|
316
$16.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.28% |
$43.3 - $50.4
|
358
$18.3K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
822K+ 503.35% |
$39.5M - $43.6M
|
985K
$50.3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
379K+ 156.62% |
$18.2M - $20.1M
|
621K
$31.7M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
134KNew |
$6.44M - $7.11M
|
134K
$6.85M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 2.4% |
$5.2M - $5.74M
|
4.62M
$236M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
75.7K+ 25.32% |
$3.64M - $4.02M
|
375K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.3K+ 3.01% |
$2.13M - $2.35M
|
1.52M
$77.4M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
37.4K+ 355.25% |
$1.8M - $1.98M
|
47.9K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32.4K+ 32.63% |
$1.55M - $1.72M
|
132K
$6.72M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
32.1K+ 58.55% |
$1.54M - $1.7M
|
86.9K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.7K+ 14.92% |
$1.28M - $1.41M
|
206K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
26K+ 19.91% |
$1.25M - $1.38M
|
157K
$8M
|
|