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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
538+ 6.15% |
$26.9K - $28.7K
|
9.28K
$472K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-125- 0.97% |
$6.25K - $6.66K
|
12.8K
$652K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
503+ 1.7% |
$25.2K - $26.8K
|
30K
$1.53M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.65K+ 67.21% |
$133K - $141K
|
6.59K
$335K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-23- 0.06% |
$1.15K - $1.23K
|
36.3K
$1.85M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-200- 1.6% |
$10K - $10.7K
|
12.3K
$626K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-382- 0.49% |
$19.1K - $20.4K
|
77.5K
$3.94M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.07K- 10.02% |
$53.5K - $57K
|
9.6K
$488K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13.8K- 2.65% |
$692K - $737K
|
508K
$25.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
25New |
$1.25K - $1.33K
|
25
$1.27K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53KNew |
$76.5K - $81.5K
|
1.53K
$77.8K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
25+ 0.26% |
$1.25K - $1.33K
|
9.46K
$481K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
39+ 0.15% |
$1.95K - $2.08K
|
25.3K
$1.29M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.02K- 1.55% |
$51.1K - $54.4K
|
64.7K
$3.29M
|
|
|
Nov 17, 2025
Q3 2025
|
Ims Capital Management
|
SELL
|
- |
-1.53K- 6.43% |
$76.3K - $81.3K
|
22.2K
$1.13M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
7+ 0.03% |
$350 - $373
|
21.7K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-287- 1.57% |
$14.4K - $15.3K
|
18K
$914K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.8K- 7.16% |
$140K - $149K
|
36.4K
$1.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.5K+ 100.06% |
$778K - $828K
|
31.1K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-164K- 3.37% |
$8.18M - $8.71M
|
4.69M
$239M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.4K- 1.2% |
$1.42M - $1.51M
|
2.35M
$119M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-654- 1.93% |
$32.7K - $34.8K
|
33.2K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.89K- 6.65% |
$144K - $154K
|
40.5K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.05K+ 2.66% |
$103K - $109K
|
79.2K
$4.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
3.35K+ 1.47% |
$168K - $179K
|
232K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
19.6K+ 37.95% |
$979K - $1.04M
|
71.1K
$3.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.4K+ 246.02% |
$1.42M - $1.51M
|
39.9K
$2.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.2K+ 0.96% |
$660K - $703K
|
1.39M
$70.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.78K- 58.87% |
$389K - $415K
|
5.44K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.8K+ 10.34% |
$190K - $203K
|
40.6K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.77K+ 0.88% |
$88.6K - $94.4K
|
203K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-99- 1.64% |
$4.95K - $5.27K
|
5.93K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.3K+ 553.47% |
$1.31M - $1.4M
|
31K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
956+ 6.12% |
$47.8K - $50.9K
|
16.6K
$842K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-400- 0.11% |
$20K - $21.3K
|
372K
$18.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.04K+ 2.64% |
$352K - $375K
|
274K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.96K+ 23.98% |
$148K - $158K
|
15.3K
$778K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.54K- 3.08% |
$427K - $455K
|
269K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
136K+ 1097.58% |
$6.81M - $7.25M
|
149K
$7.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-49- 1.01% |
$2.45K - $2.61K
|
4.78K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
166K+ 40.78% |
$8.31M - $8.85M
|
573K
$29.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.83K+ 13.32% |
$242K - $258K
|
41.1K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.04K- 10.41% |
$52.2K - $55.6K
|
8.97K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-472- 10.53% |
$23.6K - $25.1K
|
4.01K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
586+ 0.65% |
$29.3K - $31.2K
|
90.1K
$4.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
22+ 0.46% |
$1.1K - $1.17K
|
4.8K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
67+ 0.33% |
$3.35K - $3.57K
|
20.4K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
166+ 10.38% |
$8.3K - $8.84K
|
1.77K
$89.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-69.9K- 6.2% |
$3.49M - $3.72M
|
1.06M
$53.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
232New |
$11.6K - $12.4K
|
232
$11.8K
|
|