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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.14MNew |
$57.4M - $63.1M
|
1.14M
$58.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
335KNew |
$16.9M - $18.6M
|
335K
$17.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
324KNew |
$16.4M - $18M
|
324K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
276K+ 1887.92% |
$13.9M - $15.3M
|
290K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
201K+ 58.53% |
$10.2M - $11.2M
|
545K
$28.2M
|
|
|
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
$6.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 2.84% |
$6.3M - $6.92M
|
4.51M
$233M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
108K+ 34.72% |
$5.48M - $6.02M
|
420K
$21.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
91.4KNew |
$4.62M - $5.07M
|
91.4K
$4.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
77.8K+ 223.65% |
$3.93M - $4.32M
|
113K
$5.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
62.7KNew |
$3.17M - $3.49M
|
62.7K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.6KNew |
$3.11M - $3.42M
|
61.6K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.1K+ 39.41% |
$2.83M - $3.12M
|
198K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
55.8KNew |
$2.82M - $3.1M
|
55.8K
$2.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
51.8KNew |
$2.62M - $2.88M
|
51.8K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
51KNew |
$2.58M - $2.83M
|
51K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
42.1K+ 49.47% |
$2.13M - $2.34M
|
127K
$6.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
42.1K+ 73.89% |
$2.13M - $2.34M
|
99.2K
$5.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
41.5KNew |
$2.1M - $2.31M
|
41.5K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.1K+ 1.43% |
$1.78M - $1.95M
|
2.49M
$129M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.3K+ 4.01% |
$1.63M - $1.79M
|
839K
$43.4M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
29.6K+ 22.15% |
$1.5M - $1.65M
|
163K
$8.46M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
29.5K+ 116.14% |
$1.49M - $1.64M
|
54.8K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.5K+ 88.77% |
$1.39M - $1.53M
|
58.4K
$3.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
23.5K+ 11.67% |
$1.19M - $1.31M
|
225K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
23.5K+ 38.82% |
$1.19M - $1.3M
|
84K
$4.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
22.4K+ 322.5% |
$1.13M - $1.24M
|
29.3K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.9K+ 9.91% |
$1.11M - $1.22M
|
243K
$12.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
20.4K+ 18.56% |
$1.03M - $1.14M
|
131K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.5K+ 1.34% |
$986K - $1.08M
|
1.47M
$76.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
18.8KNew |
$949K - $1.04M
|
18.8K
$972K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.1KNew |
$913K - $1M
|
18.1K
$936K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17.5KNew |
$884K - $972K
|
17.5K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
16.4KNew |
$830K - $912K
|
16.4K
$850K
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15.3KNew |
$774K - $850K
|
15.3K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.9K+ 5.02% |
$755K - $830K
|
313K
$16.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
14.7KNew |
$743K - $817K
|
14.7K
$761K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.4K+ 1.33% |
$727K - $799K
|
1.09M
$56.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14.1K+ 18.55% |
$712K - $783K
|
90.1K
$4.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.9KNew |
$702K - $772K
|
13.9K
$719K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
13.1K+ 94.47% |
$662K - $728K
|
27K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.5KNew |
$633K - $696K
|
12.5K
$648K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1K+ 5.24% |
$561K - $617K
|
223K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.1KNew |
$513K - $564K
|
10.1K
$525K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.1K+ 12.29% |
$512K - $563K
|
92.7K
$4.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.63K+ 183.5% |
$487K - $535K
|
14.9K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.03K+ 2.03% |
$456K - $502K
|
455K
$23.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
8.89K+ 89.92% |
$449K - $494K
|
18.8K
$971K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.31K+ 98.6% |
$369K - $406K
|
14.7K
$762K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.24KNew |
$366K - $402K
|
7.24K
$375K
|