Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
222KNew |
$11.1M - $11.6M
|
222K
$11.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
21.6K+ 53.19% |
$1.09M - $1.14M
|
62.3K
$3.17M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.7K+ 40.81% |
$737K - $771K
|
50.6K
$2.57M
|
|
|
Jan 14, 2026
Q4 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
9.91K+ 4.86% |
$498K - $521K
|
214K
$10.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
8.5KNew |
$427K - $447K
|
8.5K
$432K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.61KNew |
$382K - $400K
|
7.61K
$387K
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7.45K+ 2.04% |
$374K - $391K
|
372K
$18.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.8K+ 22.97% |
$291K - $305K
|
31K
$1.58M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.52K+ 62.59% |
$277K - $290K
|
14.4K
$730K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.24K+ 2.73% |
$213K - $223K
|
159K
$8.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.91K+ 10.46% |
$146K - $153K
|
30.7K
$1.56M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
988+ 3.29% |
$49.6K - $51.9K
|
31K
$1.57M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
972+ 52.15% |
$48.8K - $51.1K
|
2.84K
$144K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
713+ 16.31% |
$35.8K - $37.5K
|
5.09K
$259K
|
|
|
Jan 14, 2026
Q4 2025
|
Hoese & CO LLP
|
BUY
|
- |
709New |
$35.6K - $37.3K
|
709
$36.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
667+ 5.98% |
$33.5K - $35K
|
11.8K
$601K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
366+ 0.88% |
$18.4K - $19.2K
|
42K
$2.14M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
340+ 5.66% |
$17.1K - $17.9K
|
6.35K
$323K
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
284+ 0.52% |
$14.3K - $14.9K
|
55.4K
$2.82M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
181+ 0.57% |
$9.09K - $9.51K
|
32.2K
$1.64M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
88+ 1.47% |
$4.42K - $4.62K
|
6.08K
$309K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75New |
$3.77K - $3.94K
|
75
$3.81K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
68+ 0.73% |
$3.41K - $3.57K
|
9.39K
$477K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
45+ 1.3% |
$2.26K - $2.36K
|
3.52K
$179K
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
33+ 0.73% |
$1.66K - $1.73K
|
4.56K
$232K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
32+ 0.55% |
$1.61K - $1.68K
|
5.85K
$297K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
32+ 0.73% |
$1.61K - $1.68K
|
4.39K
$223K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
28+ 0.72% |
$1.41K - $1.47K
|
3.9K
$199K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
28+ 0.51% |
$1.41K - $1.47K
|
5.48K
$279K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
18+ 0.09% |
$904 - $946
|
20.6K
$1.05M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.09% |
$753 - $788
|
17.2K
$874K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
11New |
$552 - $578
|
11
$559
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
8+ 0.11% |
$402 - $420
|
7.08K
$360K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.66% |
$251 - $263
|
764
$38.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.28% |
$50.2 - $52.5
|
359
$18.3K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.32% |
$50.2 - $52.5
|
318
$16.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-21- 0.06% |
$1.05K - $1.1K
|
34.8K
$1.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-29- 35.8% |
$1.46K - $1.52K
|
52
$2.64K
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-30- 0.67% |
$1.51K - $1.58K
|
4.42K
$225K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-85- 1.66% |
$4.27K - $4.47K
|
5.03K
$256K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-86- 42.16% |
$4.32K - $4.52K
|
118
$6K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-99- 1.79% |
$4.97K - $5.2K
|
5.43K
$276K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-124- 0.64% |
$6.23K - $6.51K
|
19.2K
$977K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-132- 0.71% |
$6.63K - $6.94K
|
18.4K
$938K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-205- 4.28% |
$10.3K - $10.8K
|
4.58K
$233K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-246- 1.96% |
$12.4K - $12.9K
|
12.3K
$627K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-343- 4.1% |
$17.2K - $18K
|
8.01K
$408K
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-403- 1.96% |
$20.2K - $21.2K
|
20.1K
$1.02M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-426- 0.36% |
$21.4K - $22.4K
|
117K
$5.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-432- 0.72% |
$21.7K - $22.7K
|
59.6K
$3.03M
|
|