Latest Institutional Transactions on Wisdomtree Tr U.S. Midcap Divi (DON)
This table provides information on the latest institutional transactions involving Wisdomtree Tr U.S. Midcap Divi (DON) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-989- 0.9% |
$47.5K - $52.4K
|
110K
$5.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.89K+ 1.39% |
$90.8K - $100K
|
138K
$6.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
168New |
$8.07K - $8.91K
|
168
$7.77K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-21.7K- 23.64% |
$1.04M - $1.15M
|
70.1K
$3.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$48 - $53
|
4.55K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.6K- 13.41% |
$941K - $1.04M
|
127K
$5.85M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
21.5KNew |
$1.03M - $1.14M
|
21.5K
$994K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
20.3K+ 8.22% |
$977K - $1.08M
|
268K
$12.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.19K- 7.14% |
$57.2K - $63.1K
|
15.5K
$716K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-30- 0.2% |
$1.44K - $1.59K
|
15.3K
$707K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3- 0.01% |
$144 - $159
|
21.8K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
276+ 0.39% |
$13.3K - $14.6K
|
70.8K
$3.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-465- 7.65% |
$22.3K - $24.7K
|
5.61K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-625- 1.0% |
$30K - $33.1K
|
62.1K
$2.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.8K- 3.79% |
$86.4K - $95.4K
|
45.7K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.68K+ 4.17% |
$321K - $354K
|
167K
$7.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.51K- 3.94% |
$457K - $504K
|
232K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
35+ 0.51% |
$1.68K - $1.86K
|
6.86K
$317K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11.1K- 20.19% |
$532K - $587K
|
43.8K
$2.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.81K+ 1.21% |
$279K - $308K
|
485K
$22.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-195- 0.66% |
$9.36K - $10.3K
|
29.2K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
375New |
$18K - $19.9K
|
375
$17.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
600+ 2.64% |
$28.8K - $31.8K
|
23.3K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
145KNew |
$6.97M - $7.69M
|
145K
$6.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-688- 14.35% |
$33K - $36.5K
|
4.11K
$190K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 2.77% |
$74.1K - $81.9K
|
54.1K
$2.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-1.02K- 0.66% |
$49.1K - $54.2K
|
153K
$7.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-600- 3.47% |
$28.8K - $31.8K
|
16.7K
$772K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
624+ 12.9% |
$30K - $33.1K
|
5.46K
$252K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.63K+ 17.86% |
$126K - $139K
|
17.3K
$802K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-97- 0.29% |
$4.66K - $5.14K
|
33.8K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.08% |
$48 - $53
|
94
$4.35K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.31KNew |
$62.8K - $69.3K
|
1.31K
$60.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
173+ 0.46% |
$8.31K - $9.17K
|
37.9K
$1.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.29K+ 6.45% |
$158K - $174K
|
54.3K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-790- 15.36% |
$37.9K - $41.9K
|
4.35K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.54% |
$192 - $212
|
749
$34.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.41K+ 78.02% |
$308K - $340K
|
14.6K
$676K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.52K+ 5.63% |
$73.2K - $80.8K
|
28.6K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
234+ 1.07% |
$11.2K - $12.4K
|
22.2K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.33K+ 7.1% |
$64K - $70.7K
|
20.1K
$930K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.32% |
$768 - $848
|
5.02K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$144 - $159
|
17.5K
$807K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.08K- 3.78% |
$99.8K - $110K
|
52.9K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.81K- 2.79% |
$86.9K - $95.9K
|
63.1K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-922- 97.98% |
$44.3K - $48.9K
|
19
$879
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
572+ 68.67% |
$27.5K - $30.3K
|
1.41K
$65K
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-681- 2.14% |
$32.7K - $36.1K
|
31.2K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.15K- 4.73% |
$55.2K - $61K
|
23.2K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
5.83K+ 1.82% |
$280K - $309K
|
327K
$15.1M
|