Allworth Financial LP Wisdomtree Tr U.S. Midcap Divi Transaction History

Allworth Financial LP

  • $14 Billion
  • Q1 2024

A detailed history of Allworth Financial LP transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Allworth Financial LP holds 14,368 shares of DON stock, worth $671,991. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,368
Previous 13,293 8.09%
Holding current value
$671,991
Previous $607,000 15.32%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$44.21 - $48.77 $47,525 - $52,427
1,075 Added 8.09%
14,368 $700,000
Q4 2023

Jan 24, 2024
SELL
$38.7 - $46.0 $9,868 - $11,730
-255 Reduced 1.88%
13,293 $607,000
Q3 2023

Oct 31, 2023
SELL
$40.51 - $44.22 $264,408 - $288,623
-6,527 Reduced 32.51%
13,548 $554,000
Q2 2023

Jul 18, 2023
SELL
$38.91 - $42.05 $2.36 Million - $2.55 Million
-60,580 Reduced 75.11%
20,075 $844,000
Q1 2023

Apr 18, 2023
SELL
$39.05 - $45.4 $1.32 Million - $1.53 Million
-33,780 Reduced 29.52%
80,655 $3.31 Million
Q4 2022

Jan 13, 2023
BUY
$38.62 - $43.71 $219,747 - $248,709
5,690 Added 5.23%
114,435 $0
Q3 2022

Oct 18, 2022
SELL
$37.67 - $44.3 $254,234 - $298,980
-6,749 Reduced 5.84%
108,745 $4.1 Million
Q2 2022

Jul 13, 2022
SELL
$38.16 - $45.36 $426,018 - $506,399
-11,164 Reduced 8.81%
115,494 $4.5 Million
Q1 2022

Apr 22, 2022
BUY
$42.12 - $45.3 $5.29 Million - $5.69 Million
125,704 Added 13176.52%
126,658 $5.63 Million
Q2 2021

Aug 02, 2021
BUY
$40.83 - $43.68 $734 - $786
18 Added 1.92%
954 $40,000
Q1 2021

Apr 29, 2021
BUY
$34.36 - $41.24 $32,160 - $38,600
936 New
936 $38,000
Q2 2020

Jul 24, 2020
SELL
$22.29 - $32.04 $208,300 - $299,413
-9,345 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$20.48 - $38.6 $191,385 - $360,717
9,345 New
9,345 $226,000

Others Institutions Holding DON

# of Institutions
442
Shares Held
39.4M
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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