Accel Wealth Management Wisdomtree Tr U.S. Midcap Divi Transaction History

Accel Wealth Management

$263 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	BUY	$39.05 - $45.4 $195 - $227	5 Added 0.56%	894 $36,000
Q4 2022 Jan 26, 2023	BUY	$38.62 - $43.71 $308 - $349	8 Added 0.91%	889 $0
Q3 2022 Oct 12, 2022	BUY	$37.67 - $44.3 $226 - $265	6 Added 0.69%	881 $35,000
Q2 2022 Aug 03, 2022	BUY	$38.16 - $45.36 $1,068 - $1,270	28 Added 3.31%	875 $34,000
Q1 2022 Apr 29, 2022	BUY	$42.12 - $45.3 $126 - $135	3 Added 0.36%	847 $38,000
Q4 2021 Jan 18, 2022	BUY	$41.76 - $45.13 $35,245 - $38,089	844 New	844 $37,000
Q3 2021 Nov 04, 2021	SELL	$40.05 - $43.23 $33,361 - $36,010	-833 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$40.83 - $43.68 $244 - $262	6 Added 0.73%	833 $35,000
Q1 2021 May 10, 2021	BUY	$34.36 - $41.24 $34 - $41	1 Added 0.12%	827 $33,000
Q4 2020 Jan 27, 2021	BUY	$29.07 - $35.03 $24,011 - $28,934	826 New	826 $29,000

Others Institutions Holding DON

# of Institutions

449

Shares Held

41M

Call Options Held

500

Put Options Held

0

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

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