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

Arkadios Wealth Advisors

$3.16 Billion
Q2 2025

A detailed history of Arkadios Wealth Advisors transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Arkadios Wealth Advisors holds 24,666 shares of DON stock, worth $1.28 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

24,666

Previous 5,731 330.4%

Holding current value

$1.28 Million

Previous $283,000 336.75%

% of portfolio

0.04%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$43.28 - $50.37 $819,506 - $953,755	18,935 Added 330.4%	24,666 $1.24 Million
Q1 2025 May 08, 2025	BUY	$48.02 - $53.02 $275,202 - $303,857	5,731 New	5,731 $283,000
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

493

Shares Held

45.2M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

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