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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-577- 1.25% |
$29K - $30.3K
|
45.5K
$2.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.8K+ 22.97% |
$291K - $305K
|
31K
$1.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-20K- 32.1% |
$1M - $1.05M
|
42.3K
$2.15M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-205- 4.28% |
$10.3K - $10.8K
|
4.58K
$233K
|
|
|
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 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75New |
$3.77K - $3.94K
|
75
$3.81K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.15K- 19.3% |
$57.9K - $60.6K
|
4.82K
$245K
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-403- 1.96% |
$20.2K - $21.2K
|
20.1K
$1.02M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-86- 42.16% |
$4.32K - $4.52K
|
118
$6K
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 14.06% |
$119K - $124K
|
14.4K
$735K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
11New |
$552 - $578
|
11
$559
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-822- 1.98% |
$41.3K - $43.2K
|
40.6K
$2.06M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-20.8K- 64.72% |
$1.05M - $1.09M
|
11.3K
$577K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-426- 0.36% |
$21.4K - $22.4K
|
117K
$5.95M
|
|
|
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 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
33+ 0.73% |
$1.66K - $1.73K
|
4.56K
$232K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-856- 1.82% |
$43K - $45K
|
46.3K
$2.35M
|
|
|
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 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
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.28% |
$50.2 - $52.5
|
359
$18.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.66% |
$251 - $263
|
764
$38.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
28+ 0.51% |
$1.41K - $1.47K
|
5.48K
$279K
|
|
|
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 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
340+ 5.66% |
$17.1K - $17.9K
|
6.35K
$323K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.09% |
$753 - $788
|
17.2K
$874K
|
|
|
Jan 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
8.5KNew |
$427K - $447K
|
8.5K
$432K
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-30- 0.67% |
$1.51K - $1.58K
|
4.42K
$225K
|
|
|
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 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5.79K- 6.22% |
$291K - $304K
|
87.4K
$4.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-7.54K- 8.6% |
$378K - $396K
|
80.1K
$4.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
9.91K+ 4.86% |
$498K - $521K
|
214K
$10.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.39K- 9.79% |
$321K - $336K
|
58.9K
$3M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.91K+ 10.46% |
$146K - $153K
|
30.7K
$1.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-465- 1.62% |
$23.4K - $24.4K
|
28.3K
$1.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
222KNew |
$11.1M - $11.6M
|
222K
$11.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
972+ 52.15% |
$48.8K - $51.1K
|
2.84K
$144K
|
|
|
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 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-10.2K- 24.42% |
$511K - $534K
|
31.5K
$1.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
366+ 0.88% |
$18.4K - $19.2K
|
42K
$2.14M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.54K- 5.73% |
$77.1K - $80.6K
|
25.2K
$1.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
45+ 1.3% |
$2.26K - $2.36K
|
3.52K
$179K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-466- 3.08% |
$23.4K - $24.5K
|
14.6K
$745K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-959- 0.95% |
$48.2K - $50.4K
|
100K
$5.1M
|
|
|
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 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-29- 35.8% |
$1.46K - $1.52K
|
52
$2.64K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-432- 0.72% |
$21.7K - $22.7K
|
59.6K
$3.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
28+ 0.72% |
$1.41K - $1.47K
|
3.9K
$199K
|
|