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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
371+ 4.4% |
$17.8K - $19.7K
|
8.81K
$454K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
360+ 7.72% |
$17.3K - $19.1K
|
5.02K
$259K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
351+ 3.3% |
$16.9K - $18.6K
|
11K
$566K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
346+ 10.07% |
$16.6K - $18.3K
|
3.78K
$195K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
309+ 5.8% |
$14.8K - $16.4K
|
5.64K
$291K
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
308+ 2.58% |
$14.8K - $16.3K
|
12.2K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
304+ 3.76% |
$14.6K - $16.1K
|
8.38K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
298+ 0.98% |
$14.3K - $15.8K
|
30.9K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
294+ 2.59% |
$14.1K - $15.6K
|
11.6K
$600K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
293+ 0.58% |
$14.1K - $15.5K
|
51.2K
$2.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
283+ 3.09% |
$13.6K - $15K
|
9.45K
$487K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
266+ 0.91% |
$12.8K - $14.1K
|
29.6K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
239+ 2.06% |
$11.5K - $12.7K
|
11.8K
$610K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
237New |
$11.4K - $12.6K
|
237
$12.2K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
234+ 1.07% |
$11.2K - $12.4K
|
22.2K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
219+ 0.56% |
$10.5K - $11.6K
|
39.6K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
192+ 0.21% |
$9.22K - $10.2K
|
93.3K
$4.81M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
187+ 1.73% |
$8.98K - $9.91K
|
11K
$567K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
173+ 0.46% |
$8.31K - $9.17K
|
37.9K
$1.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
168New |
$8.07K - $8.91K
|
168
$8.66K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
162New |
$7.78K - $8.59K
|
162
$8.35K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
139+ 2.29% |
$6.67K - $7.37K
|
6.21K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
135New |
$6.48K - $7.16K
|
135
$6.96K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
120New |
$5.76K - $6.36K
|
120
$6.18K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
79+ 7.9% |
$3.79K - $4.19K
|
1.08K
$55.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
71New |
$3.41K - $3.76K
|
71
$3.66K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
66+ 1.3% |
$3.17K - $3.5K
|
5.15K
$265K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
57+ 0.88% |
$2.74K - $3.02K
|
6.57K
$338K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
50+ 0.19% |
$2.4K - $2.65K
|
26.3K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
38+ 0.15% |
$1.82K - $2.01K
|
25.3K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
29+ 0.35% |
$1.39K - $1.54K
|
8.29K
$427K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
28+ 0.1% |
$1.34K - $1.48K
|
27K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
26New |
$1.25K - $1.38K
|
26
$1.34K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
23+ 0.52% |
$1.1K - $1.22K
|
4.47K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 50.0% |
$960 - $1.06K
|
60
$3.09K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20+ 0.16% |
$960 - $1.06K
|
12.8K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
19+ 0.4% |
$912 - $1.01K
|
4.75K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
19+ 0.39% |
$912 - $1.01K
|
4.94K
$254K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.32% |
$768 - $848
|
5.02K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15+ 5.02% |
$720 - $795
|
314
$16.2K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
14+ 0.09% |
$672 - $742
|
15.3K
$787K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12+ 0.2% |
$576 - $636
|
6.09K
$313K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11+ 0.03% |
$528 - $583
|
39.7K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
9+ 0.21% |
$432 - $477
|
4.23K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.51% |
$384 - $424
|
1.59K
$81.9K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8+ 0.17% |
$384 - $424
|
4.8K
$247K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8New |
$384 - $424
|
8
$412
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.2% |
$336 - $371
|
3.49K
$180K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.04% |
$288 - $318
|
14.9K
$768K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.07% |
$240 - $265
|
6.76K
$348K
|