Arkadios Wealth Advisors Wisdomtree Tr U.S. Midcap Divi Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$44.21 - $48.77 $28,029 - $30,920	-634 Reduced 2.5%	24,742 $1.21 Million
Q4 2023 Jan 24, 2024	SELL	$38.7 - $46.0 $68,847 - $81,834	-1,779 Reduced 6.55%	25,376 $1.16 Million
Q3 2023 Oct 13, 2023	SELL	$40.51 - $44.22 $46,140 - $50,366	-1,139 Reduced 4.03%	27,155 $1.11 Million
Q2 2023 Jul 26, 2023	SELL	$38.91 - $42.05 $52,645 - $56,893	-1,353 Reduced 4.56%	28,294 $1.19 Million
Q1 2023 May 02, 2023	SELL	$39.05 - $45.4 $75,874 - $88,212	-1,943 Reduced 6.15%	29,647 $1.21 Million
Q4 2022 Jan 11, 2023	BUY	$38.62 - $43.71 $59,706 - $67,575	1,546 Added 5.15%	31,590 $0
Q3 2022 Oct 21, 2022	SELL	$37.67 - $44.3 $258,227 - $303,676	-6,855 Reduced 18.58%	30,044 $1.13 Million
Q2 2022 Jul 14, 2022	SELL	$38.16 - $45.36 $49,264 - $58,559	-1,291 Reduced 3.38%	36,899 $1.44 Million
Q1 2022 May 02, 2022	SELL	$42.12 - $45.3 $31,042 - $33,386	-737 Reduced 1.89%	38,190 $1.7 Million
Q4 2021 Feb 03, 2022	SELL	$41.76 - $45.13 $2.91 Million - $3.14 Million	-69,662 Reduced 64.15%	38,927 $1.73 Million
Q3 2021 Oct 19, 2021	SELL	$40.05 - $43.23 $464,780 - $501,684	-11,605 Reduced 9.66%	108,589 $4.5 Million
Q2 2021 Jul 28, 2021	BUY	$40.83 - $43.68 $70,309 - $75,216	1,722 Added 1.45%	120,194 $5.04 Million
Q1 2021 Apr 26, 2021	BUY	$34.36 - $41.24 $48,688 - $58,437	1,417 Added 1.21%	118,472 $4.79 Million
Q4 2020 Feb 09, 2021	BUY	$29.07 - $35.03 $3.4 Million - $4.1 Million	117,055 New	117,055 $4.07 Million

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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