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

Archetype Wealth Partners

  • $686 Million
  • Q4 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 15,541 shares of DON stock, worth $778,604. This represents 0.12% of its overall portfolio holdings.

Number of Shares
15,541
Previous 16,358 4.99%
Holding current value
$778,604
Previous $836,000 5.26%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Feb 14, 2025
SELL
$50.53 - $55.55 $41,283 - $45,384
-817 Reduced 4.99%
15,541 $792,000
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
483
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
Track This Portfolio

Track Archetype Wealth Partners Portfolio

Follow Archetype Wealth Partners 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 Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email