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 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.73KNew |
$275K - $304K
|
5.73K
$295K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.53K+ 5.97% |
$266K - $293K
|
98.2K
$5.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.85K+ 90.78% |
$233K - $257K
|
10.2K
$525K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.73K+ 6.39% |
$227K - $251K
|
78.8K
$4.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.46KNew |
$214K - $237K
|
4.46K
$230K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.42K+ 5.77% |
$212K - $234K
|
81K
$4.17M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.18K+ 14.18% |
$200K - $221K
|
33.6K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.75K+ 20.2% |
$180K - $199K
|
22.3K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
3.63K+ 4.71% |
$174K - $193K
|
80.7K
$4.16M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.31K+ 3.71% |
$159K - $175K
|
92.4K
$4.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
2.93K+ 25.52% |
$141K - $155K
|
14.4K
$743K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.63K+ 24.05% |
$126K - $139K
|
13.5K
$698K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.46K+ 0.79% |
$118K - $130K
|
315K
$16.2M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.3K+ 295.25% |
$110K - $122K
|
3.08K
$159K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.26K+ 4.58% |
$108K - $120K
|
51.6K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.2K+ 14.91% |
$105K - $116K
|
16.9K
$871K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.19K+ 3.24% |
$105K - $116K
|
69.6K
$3.59M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.04K+ 5.88% |
$97.9K - $108K
|
36.7K
$1.89M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.89K+ 1.39% |
$90.8K - $100K
|
138K
$7.12M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.76K+ 1.93% |
$84.6K - $93.4K
|
93.1K
$4.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
1.63K+ 0.63% |
$78.2K - $86.4K
|
262K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.56K+ 6.17% |
$75K - $82.8K
|
26.9K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.39K+ 5.46% |
$66.7K - $73.7K
|
26.8K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.31KNew |
$62.8K - $69.3K
|
1.31K
$67.3K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.3K+ 4.27% |
$62.3K - $68.8K
|
31.7K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 1.95% |
$60.6K - $66.9K
|
66K
$3.4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 6.52% |
$60K - $66.3K
|
20.4K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.12KNew |
$53.5K - $59.1K
|
1.12K
$57.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.09K+ 5.62% |
$52.2K - $57.7K
|
20.5K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.08K+ 4.96% |
$52.1K - $57.5K
|
22.9K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.06K+ 0.8% |
$50.7K - $56K
|
132K
$6.82M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
994+ 4.62% |
$47.7K - $52.7K
|
22.5K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
992+ 8.14% |
$47.6K - $52.6K
|
13.2K
$679K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
981+ 5.23% |
$47.1K - $52K
|
19.7K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
928+ 1.3% |
$44.6K - $49.2K
|
72.5K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
801+ 5.3% |
$38.5K - $42.5K
|
15.9K
$820K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
797+ 6.88% |
$38.3K - $42.3K
|
12.4K
$638K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
661+ 0.29% |
$31.7K - $35K
|
231K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
643+ 1.67% |
$30.9K - $34.1K
|
39.2K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
605+ 0.75% |
$29.1K - $32.1K
|
80.8K
$4.16M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
600+ 1.65% |
$28.8K - $31.8K
|
37K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
600+ 2.64% |
$28.8K - $31.8K
|
23.3K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
562+ 8.18% |
$27K - $29.8K
|
7.43K
$383K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
552New |
$26.5K - $29.3K
|
552
$28.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
542+ 9.87% |
$26K - $28.7K
|
6.03K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
500+ 7.69% |
$24K - $26.5K
|
7K
$361K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
435+ 2.07% |
$20.9K - $23.1K
|
21.4K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
405+ 3.55% |
$19.4K - $21.5K
|
11.8K
$608K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
389+ 21.49% |
$18.7K - $20.6K
|
2.2K
$113K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
375New |
$18K - $19.9K
|
375
$19.3K
|