Avantax Advisory Services, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 29,449 shares of DON stock, worth $1.45 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

29,449

Previous 22,436 31.26%

Holding current value

$1.45 Million

Previous $1.15 Million 30.86%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$50.53 - $55.55 $354,366 - $389,572	7,013 Added 31.26%	29,449 $1.5 Million
Q3 2024 Nov 13, 2024	BUY	$46.17 - $51.13 $140,957 - $156,099	3,053 Added 15.75%	22,436 $1.15 Million
Q2 2024 Aug 09, 2024	SELL	$45.6 - $48.78 $20,474 - $21,902	-449 Reduced 2.26%	19,383 $906,000
Q1 2024 May 08, 2024	SELL	$44.21 - $48.77 $86,342 - $95,247	-1,953 Reduced 8.96%	19,832 $967,000
Q4 2023 Feb 07, 2024	BUY	$38.7 - $46.0 $214,165 - $254,564	5,534 Added 34.05%	21,785 $995,000
Q3 2023 Nov 07, 2023	SELL	$40.51 - $44.22 $25,845 - $28,212	-638 Reduced 3.78%	16,251 $665,000
Q2 2023 Aug 11, 2023	SELL	$38.91 - $42.05 $285,288 - $308,310	-7,332 Reduced 30.27%	16,889 $710,000
Q1 2023 Apr 28, 2023	BUY	$39.05 - $45.4 $119,766 - $139,241	3,067 Added 14.5%	24,221 $992,000
Q4 2022 Feb 13, 2023	BUY	$38.62 - $43.71 $178,115 - $201,590	4,612 Added 27.88%	21,154 $870,000
Q3 2022 Nov 01, 2022	SELL	$37.67 - $44.3 $13,674 - $16,080	-363 Reduced 2.15%	16,542 $623,000
Q2 2022 Aug 02, 2022	BUY	$38.16 - $45.36 $13,584 - $16,148	356 Added 2.15%	16,905 $659,000
Q1 2022 Apr 27, 2022	BUY	$42.12 - $45.3 $103,320 - $111,120	2,453 Added 17.4%	16,549 $735,000
Q4 2021 Jan 24, 2022	SELL	$41.76 - $45.13 $31,904 - $34,479	-764 Reduced 5.14%	14,096 $625,000
Q3 2021 Oct 21, 2021	BUY	$40.05 - $43.23 $14,417 - $15,562	360 Added 2.48%	14,860 $613,000
Q2 2021 Jul 29, 2021	BUY	$40.83 - $43.68 $226,769 - $242,598	5,554 Added 62.08%	14,500 $605,000
Q1 2021 May 13, 2021	BUY	$34.36 - $41.24 $63,669 - $76,417	1,853 Added 26.12%	8,946 $358,000
Q4 2020 Jan 22, 2021	SELL	$29.07 - $35.03 $829,134 - $999,125	-28,522 Reduced 80.08%	7,093 $244,000
Q3 2020 Oct 14, 2020	BUY	$27.33 - $30.91 $649,087 - $734,112	23,750 Added 200.17%	35,615 $1.03 Million
Q2 2020 Aug 06, 2020	SELL	$22.29 - $32.04 $110,179 - $158,373	-4,943 Reduced 29.41%	11,865 $337,000
Q1 2020 Apr 30, 2020	SELL	$20.48 - $38.6 $434,421 - $818,783	-21,212 Reduced 55.79%	16,808 $403,000
Q4 2019 Feb 14, 2020	BUY	$34.97 - $38.17 $417,961 - $456,207	11,952 Added 45.85%	38,020 $1.44 Million
Q3 2019 Nov 08, 2019	BUY	$33.78 - $36.78 $354,757 - $386,263	10,502 Added 67.47%	26,068 $946,000
Q2 2019 Aug 06, 2019	BUY	$33.9 - $36.88 $17,797 - $19,362	525 Added 3.49%	15,566 $564,000
Q1 2019 May 13, 2019	BUY	$31.29 - $36.15 $70,621 - $81,590	2,257 Added 17.65%	15,041 $538,000
Q4 2018 Feb 13, 2019	BUY	$29.98 - $36.73 $383,264 - $469,556	12,784 New	12,784 $406,000

Others Institutions Holding DON

# of Institutions

483

Shares Held

43.7M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Avantax Advisory Services, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History