Latest Institutional Purchases of Wisdomtree Tr U.S. Midcap Divi (DON)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S. Midcap Divi (DON) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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 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 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 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
32+ 0.55% |
$1.61K - $1.68K
|
5.85K
$297K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
28+ 0.72% |
$1.41K - $1.47K
|
3.9K
$199K
|
|
|
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 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.32% |
$50.2 - $52.5
|
318
$16.2K
|
|
| Q3 2025 | |||||||
|
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
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
136K+ 1097.58% |
$6.81M - $7.25M
|
149K
$7.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
83.9K+ 7.71% |
$4.2M - $4.47M
|
1.17M
$59.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
66.7K+ 5061.81% |
$3.33M - $3.55M
|
68K
$3.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
46.8KNew |
$2.34M - $2.5M
|
46.8K
$2.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
36.6K+ 13.48% |
$1.83M - $1.95M
|
308K
$15.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
30KNew |
$1.5M - $1.6M
|
30K
$1.53M
|
|
|
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 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.4K+ 8.45% |
$1.32M - $1.41M
|
339K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.3K+ 553.47% |
$1.31M - $1.4M
|
31K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21K+ 50.5% |
$1.05M - $1.12M
|
62.7K
$3.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
19.6K+ 37.95% |
$979K - $1.04M
|
71.1K
$3.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
19.4K+ 11.85% |
$970K - $1.03M
|
183K
$9.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.3K+ 16.4% |
$913K - $973K
|
130K
$6.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
18.1K+ 10.38% |
$905K - $964K
|
192K
$9.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.3K+ 3.27% |
$867K - $924K
|
547K
$27.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.4K+ 185.58% |
$820K - $874K
|
25.2K
$1.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
16.2K+ 24.81% |
$811K - $864K
|
81.6K
$4.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
15.8K+ 22.68% |
$791K - $843K
|
85.6K
$4.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.5K+ 100.06% |
$778K - $828K
|
31.1K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
14.7K+ 3.12% |
$734K - $782K
|
485K
$24.7M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.2K+ 66.11% |
$712K - $758K
|
35.8K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
13.9KNew |
$694K - $739K
|
13.9K
$705K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.2K+ 0.96% |
$660K - $703K
|
1.39M
$70.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 18.78% |
$505K - $538K
|
63.9K
$3.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
8.11K+ 7.32% |
$406K - $432K
|
119K
$6.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.65K+ 1.7% |
$383K - $408K
|
458K
$23.3M
|
|