New Insight Wealth Advisors Wisdomtree Tr U.S. Midcap Divi Transaction History

New Insight Wealth Advisors

  • $200 Billion
  • Q4 2024

A detailed history of New Insight Wealth Advisors transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, New Insight Wealth Advisors holds 11,785 shares of DON stock, worth $610,463. This represents 0.3% of its overall portfolio holdings.

Number of Shares
11,785
Previous 8,195 43.81%
Holding current value
$610,463
Previous $419 Million 43.36%
% of portfolio
0.3%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$50.53 - $55.55 $181,402 - $199,424
3,590 Added 43.81%
11,785 $601 Million
Q3 2024

Nov 13, 2024
SELL
$46.17 - $51.13 $5,771 - $6,391
-125 Reduced 1.5%
8,195 $419 Million
Q2 2024

Aug 15, 2024
SELL
$45.6 - $48.78 $5,244 - $5,609
-115 Reduced 1.36%
8,320 $389 Million
Q1 2024

May 08, 2024
BUY
$44.21 - $48.77 $29,620 - $32,675
670 Added 8.63%
8,435 $411 Million
Q4 2023

May 08, 2024
BUY
$38.7 - $46.0 $300,505 - $357,190
7,765 New
7,765 $355 Million

Others Institutions Holding DON

# of Institutions
478
Shares Held
43.7M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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