Purchases and Sales Made in Q2 2025 in Wisdomtree Tr U.S. Midcap Divi (DON)
This table provides information about the institutional ownership of Wisdomtree Tr U.S. Midcap Divi (DON) during Q2 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S. MIDCAP DIVI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-388- 0.6% |
$16.8K - $19.5K
|
64.3K
$3.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-400- 2.29% |
$17.3K - $20.1K
|
17.1K
$871K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-456- 0.69% |
$19.7K - $23K
|
66K
$3.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-459- 1.72% |
$19.9K - $23.1K
|
26.2K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-559- 5.29% |
$24.2K - $28.2K
|
10K
$512K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-570- 4.48% |
$24.7K - $28.7K
|
12.1K
$620K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-591- 2.76% |
$25.6K - $29.8K
|
20.8K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-991- 2.42% |
$42.9K - $49.9K
|
40K
$2.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 2.04% |
$47.8K - $55.6K
|
53K
$2.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-1.17K- 2.08% |
$50.5K - $58.7K
|
54.9K
$2.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.27K- 3.18% |
$54.8K - $63.8K
|
38.5K
$1.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.32K- 10.64% |
$100K - $117K
|
19.4K
$994K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-2.41K- 1.44% |
$104K - $122K
|
166K
$8.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.94K- 3.07% |
$127K - $148K
|
93.1K
$4.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.94K- 6.22% |
$300K - $350K
|
105K
$5.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-11.7K- 67.54% |
$507K - $590K
|
5.63K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30.7K- 24.29% |
$1.33M - $1.55M
|
95.8K
$4.9M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-35.9K- 24.98% |
$1.55M - $1.81M
|
108K
$5.51M
|