Srs Capital Advisors, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Srs Capital Advisors, Inc.

$1.5 Billion
Q4 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 186 shares of DON stock, worth $8,931. This represents 0.0% of its overall portfolio holdings.

Number of Shares

186

Previous 185 0.54%

Holding current value

$8,931

Previous $9,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$50.53 - $55.55 $50 - $55	1 Added 0.54%	186 $9,000
Q3 2024 Nov 06, 2024	BUY	$46.17 - $51.13 $46 - $51	1 Added 0.54%	185 $9,000
Q2 2024 Aug 06, 2024	BUY	$45.6 - $48.78 $45 - $48	1 Added 0.55%	184 $8,000
Q1 2024 May 14, 2024	BUY	$44.21 - $48.77 $44 - $48	1 Added 0.55%	183 $8,000
Q4 2023 Feb 06, 2024	BUY	$38.7 - $46.0 $77 - $92	2 Added 1.11%	182 $8,000
Q3 2023 Nov 14, 2023	BUY	$40.51 - $44.22 $6,765 - $7,384	167 Added 1284.62%	180 $7,000
Q2 2023 Aug 14, 2023	SELL	$38.91 - $42.05 $1.25 Million - $1.35 Million	-32,034 Reduced 99.96%	13 $0
Q1 2023 May 16, 2023	SELL	$39.05 - $45.4 $164,244 - $190,952	-4,206 Reduced 11.6%	32,047 $1.31 Million
Q4 2022 Feb 24, 2023	SELL	$38.62 - $43.71 $120,996 - $136,943	-3,133 Reduced 7.95%	36,253 $1.49 Million
Q3 2022 Nov 03, 2022	SELL	$37.67 - $44.3 $3,390 - $3,986	-90 Reduced 0.23%	39,386 $1.48 Million
Q2 2022 Aug 22, 2022	BUY	$38.16 - $45.36 $1.51 Million - $1.79 Million	39,476 New	39,476 $1.54 Million
Q3 2021 Nov 05, 2021	SELL	$40.05 - $43.23 $3.25 Million - $3.5 Million	-81,055 Closed	0 $0
Q2 2021 Aug 02, 2021	BUY	$40.83 - $43.68 $3.31 Million - $3.54 Million	81,055 New	81,055 $3.4 Million

Others Institutions Holding DON

# of Institutions

483

Shares Held

43.7M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Account

Srs Capital Advisors, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History