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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
4.15K+ 1.25% |
$207K - $221K
|
337K
$17.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.09K+ 13.68% |
$204K - $218K
|
34K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
3.97K+ 2.4% |
$199K - $211K
|
170K
$8.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
3.95KNew |
$198K - $211K
|
3.95K
$201K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.95KNew |
$198K - $211K
|
3.95K
$201K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.95KNew |
$198K - $210K
|
3.95K
$201K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.94KNew |
$197K - $210K
|
3.94K
$200K
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
3.92KNew |
$196K - $209K
|
3.92K
$199K
|
|
|
Nov 10, 2025
Q3 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3.9KNew |
$195K - $208K
|
3.9K
$198K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
3.88KNew |
$194K - $207K
|
3.88K
$197K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.87KNew |
$194K - $206K
|
3.87K
$197K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.84KNew |
$192K - $204K
|
3.84K
$195K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.84K+ 3.11% |
$192K - $204K
|
127K
$6.46M
|
|
|
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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.6K+ 0.24% |
$180K - $192K
|
1.52M
$77.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.36K+ 2.58% |
$168K - $179K
|
134K
$6.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
3.35K+ 1.47% |
$168K - $179K
|
232K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.96K+ 23.98% |
$148K - $158K
|
15.3K
$778K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.8K+ 2.39% |
$140K - $149K
|
120K
$6.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
2.75K+ 0.55% |
$137K - $146K
|
500K
$25.4M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.65K+ 67.21% |
$133K - $141K
|
6.59K
$335K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.62K+ 11.41% |
$131K - $139K
|
25.5K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.55K+ 3590.14% |
$128K - $136K
|
2.62K
$133K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.3K+ 1.58% |
$115K - $123K
|
148K
$7.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.28K+ 5.51% |
$114K - $121K
|
43.6K
$2.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.15K+ 5.59% |
$108K - $115K
|
40.7K
$2.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.05K+ 2.66% |
$103K - $109K
|
79.2K
$4.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.95KNew |
$97.5K - $104K
|
1.95K
$99.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
1.83K+ 0.68% |
$91.3K - $97.2K
|
272K
$13.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.82K+ 26.01% |
$91.1K - $97.1K
|
8.83K
$449K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.77K+ 0.88% |
$88.6K - $94.4K
|
203K
$10.3M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.7K+ 4.31% |
$85.2K - $90.7K
|
41.2K
$2.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.66K+ 29.32% |
$83.2K - $88.7K
|
7.34K
$373K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.58K+ 24.73% |
$78.9K - $84.1K
|
7.96K
$405K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53KNew |
$76.5K - $81.5K
|
1.53K
$77.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.52K+ 4.66% |
$76.2K - $81.2K
|
34.2K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.5KNew |
$75K - $79.9K
|
1.5K
$76.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.46K+ 21.69% |
$72.8K - $77.5K
|
8.16K
$415K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.43K+ 12.33% |
$71.4K - $76.1K
|
13K
$662K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.42KNew |
$70.9K - $75.6K
|
1.42K
$72.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.37KNew |
$68.7K - $73.2K
|
1.37K
$69.8K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.23K+ 29.2% |
$61.5K - $65.5K
|
5.44K
$277K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.2K+ 3.9% |
$60K - $63.9K
|
32K
$1.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.2KNew |
$59.9K - $63.8K
|
1.2K
$60.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.17K+ 23.31% |
$58.6K - $62.4K
|
6.2K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.17K+ 0.34% |
$58.4K - $62.2K
|
342K
$17.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.17K+ 1.29% |
$58.3K - $62.1K
|
91.6K
$4.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.15K+ 87.99% |
$57.5K - $61.3K
|
2.46K
$125K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.14K+ 0.49% |
$57K - $60.7K
|
233K
$11.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.02K+ 0.72% |
$51.1K - $54.5K
|
143K
$7.27M
|
|