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 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
156+ 150.0% |
$7.8K - $8.31K
|
260
$13.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
154+ 0.75% |
$7.7K - $8.21K
|
20.6K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
146+ 0.31% |
$7.3K - $7.78K
|
47.1K
$2.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
135New |
$6.75K - $7.19K
|
135
$6.86K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
124+ 0.33% |
$6.2K - $6.61K
|
38.2K
$1.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
110+ 1.92% |
$5.5K - $5.86K
|
5.85K
$297K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
103+ 2.28% |
$5.15K - $5.49K
|
4.62K
$235K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
81New |
$4.05K - $4.32K
|
81
$4.12K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
77New |
$3.85K - $4.1K
|
77
$3.92K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
70+ 0.63% |
$3.5K - $3.73K
|
11.2K
$567K
|
|
|
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
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
56+ 0.53% |
$2.8K - $2.98K
|
10.6K
$539K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
55+ 0.31% |
$2.75K - $2.93K
|
17.6K
$897K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
52+ 0.56% |
$2.6K - $2.77K
|
9.32K
$474K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
45+ 0.19% |
$2.25K - $2.4K
|
24.1K
$1.22M
|
|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32+ 0.33% |
$1.6K - $1.7K
|
9.65K
$491K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
31+ 1.75% |
$1.55K - $1.65K
|
1.8K
$91.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
29+ 0.51% |
$1.45K - $1.55K
|
5.68K
$289K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
27+ 27.0% |
$1.35K - $1.44K
|
127
$6.46K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26+ 0.39% |
$1.3K - $1.39K
|
6.69K
$340K
|
|
|
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
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
25+ 0.26% |
$1.25K - $1.33K
|
9.46K
$481K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
25+ 0.56% |
$1.25K - $1.33K
|
4.52K
$230K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.02% |
$1.25K - $1.33K
|
101K
$5.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
25+ 0.58% |
$1.25K - $1.33K
|
4.36K
$222K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
24+ 0.31% |
$1.2K - $1.28K
|
7.78K
$395K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
23New |
$1.15K - $1.23K
|
23
$1.17K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
22+ 0.46% |
$1.1K - $1.17K
|
4.8K
$244K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
21+ 0.39% |
$1.05K - $1.12K
|
5.45K
$277K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.09% |
$750 - $799
|
17.2K
$873K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
13+ 0.23% |
$650 - $693
|
5.57K
$283K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
10+ 0.16% |
$500 - $533
|
6.13K
$312K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.49% |
$450 - $480
|
1.86K
$94.8K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9+ 150.0% |
$450 - $480
|
15
$763
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
7+ 0.03% |
$350 - $373
|
21.7K
$1.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
6+ 0.08% |
$300 - $320
|
7.25K
$369K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
6+ 0.08% |
$300 - $320
|
7.08K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5+ 0.07% |
$250 - $266
|
7.68K
$390K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.66% |
$250 - $266
|
759
$38.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3+ 0.05% |
$150 - $160
|
6.06K
$308K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.14% |
$100 - $107
|
1.42K
$72K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 3.23% |
$100 - $107
|
64
$3.25K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.44% |
$50 - $53.3
|
226
$11.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.06% |
$50 - $53.3
|
95
$4.83K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1+ 0.23% |
$50 - $53.3
|
427
$21.7K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
58.8KNew |
$2.55M - $2.96M
|
58.8K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$1.05M - $1.23M
|
24.3K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.27KNew |
$358K - $416K
|
8.27K
$420K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7KNew |
$303K - $353K
|
7K
$356K
|
|