Bison Wealth, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Bison Wealth, LLC

$561 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 02, 2022	SELL	$41.76 - $45.13 $110,455 - $119,368	-2,645 Closed	0 $0
Q3 2021 Nov 03, 2021	SELL	$40.05 - $43.23 $26,913 - $29,050	-672 Reduced 20.26%	2,645 $110,000
Q2 2021 Aug 02, 2021	SELL	$40.83 - $43.68 $408 - $436	-10 Reduced 0.3%	3,317 $139,000
Q1 2021 May 05, 2021	SELL	$34.36 - $41.24 $12,507 - $15,011	-364 Reduced 9.86%	3,327 $134,000
Q4 2020 Feb 11, 2021	BUY	$29.07 - $35.03 $1,104 - $1,331	38 Added 1.04%	3,691 $128,000
Q3 2020 Oct 16, 2020	SELL	$27.33 - $30.91 $163 - $185	-6 Reduced 0.16%	3,653 $106,000
Q2 2020 Aug 03, 2020	SELL	$22.29 - $32.04 $15,290 - $21,979	-686 Reduced 15.79%	3,659 $104,000
Q1 2020 May 04, 2020	BUY	$20.48 - $38.6 $512 - $965	25 Added 0.58%	4,345 $105,000
Q4 2019 Feb 05, 2020	BUY	$34.97 - $38.17 $151,070 - $164,894	4,320 New	4,320 $164,000

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
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