A detailed history of Northwest Financial Advisors transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Northwest Financial Advisors holds 805 shares of DON stock, worth $42,206. This represents 0.03% of its overall portfolio holdings.

Number of Shares
805
Previous 1,064 24.34%
Holding current value
$42,206
Previous $49.8 Million 17.29%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$46.17 - $51.13 $11,958 - $13,242
-259 Reduced 24.34%
805 $41.2 Million
Q2 2024

Aug 12, 2024

BUY
$45.6 - $48.78 $11,810 - $12,634
259 Added 32.17%
1,064 $49.8 Million
Q4 2023

Feb 07, 2024

BUY
$38.7 - $46.0 $31,153 - $37,030
805 New
805 $36.8 Million

Others Institutions Holding DON

About WISDOMTREE TR U.S. MIDCAP DIVI


  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
Track This Portfolio

Track Northwest Financial Advisors Portfolio

Follow Northwest Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Northwest Financial Advisors with notifications on news.