Archetype Wealth Partners Wisdomtree Tr U.S. Midcap Divi Transaction History

Archetype Wealth Partners

  • $690 Million
  • Q3 2024

A detailed history of Archetype Wealth Partners transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Archetype Wealth Partners holds 16,358 shares of DON stock, worth $900,344. This represents 0.12% of its overall portfolio holdings.

Number of Shares
16,358
Previous 16,418 0.37%
Holding current value
$900,344
Previous $768,000 8.85%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 14, 2024
SELL
$46.17 - $51.13 $2,770 - $3,067
-60 Reduced 0.37%
16,358 $836,000
Q2 2024

Aug 15, 2024
SELL
$45.6 - $48.78 $54,036 - $57,804
-1,185 Reduced 6.73%
16,418 $768,000
Q1 2024

May 14, 2024
SELL
$44.21 - $48.77 $2,917 - $3,218
-66 Reduced 0.37%
17,603 $858,000
Q4 2023

Feb 14, 2024
SELL
$38.7 - $46.0 $69,930 - $83,122
-1,807 Reduced 9.28%
17,669 $807,000
Q3 2023

Nov 13, 2023
BUY
$40.51 - $44.22 $160,055 - $174,713
3,951 Added 25.45%
19,476 $798,000
Q2 2023

Aug 14, 2023
SELL
$38.91 - $42.05 $2.99 Million - $3.23 Million
-76,885 Reduced 83.2%
15,525 $653,000
Q1 2023

May 10, 2023
BUY
$39.05 - $45.4 $1.73 Million - $2.01 Million
44,310 Added 92.12%
92,410 $3.79 Million
Q4 2022

Feb 14, 2023
BUY
$38.62 - $43.71 $153,475 - $173,703
3,974 Added 9.01%
48,100 $1.98 Million
Q3 2022

Nov 14, 2022
BUY
$37.67 - $44.3 $107,321 - $126,210
2,849 Added 6.9%
44,126 $1.66 Million
Q2 2022

Aug 15, 2022
SELL
$38.16 - $45.36 $79,639 - $94,666
-2,087 Reduced 4.81%
41,277 $1.61 Million
Q1 2022

May 12, 2022
BUY
$42.12 - $45.3 $1.83 Million - $1.96 Million
43,364 New
43,364 $1.93 Million

Others Institutions Holding DON

# of Institutions
448
Shares Held
40.9M
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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