Capital Advisors Inc Wisdomtree Tr U.S. Midcap Divi Transaction History

Capital Advisors Inc

$4.75 Billion
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	BUY	$37.67 - $44.3 $1,695 - $1,993	45 Added 0.54%	8,433 $0
Q1 2022 May 05, 2022	BUY	$42.12 - $45.3 $58,883 - $63,329	1,398 Added 20.0%	8,388 $373,000
Q2 2020 Aug 07, 2020	BUY	$22.29 - $32.04 $155,807 - $223,959	6,990 New	6,990 $209,000
Q1 2020 May 21, 2020	SELL	$20.48 - $38.6 $143,155 - $269,814	-6,990 Closed	0 $0
Q4 2019 Feb 04, 2020	SELL	$34.97 - $38.17 $174 - $190	-5 Reduced 0.07%	6,990 $0
Q2 2019 Aug 07, 2019	BUY	$33.9 - $36.88 $169 - $184	5 Added 0.07%	6,995 $0
Q4 2018 Feb 06, 2019	SELL	$29.98 - $36.73 $3.14 Million - $3.85 Million	-104,823 Reduced 93.75%	6,990 $0
Q3 2018 Nov 13, 2018	SELL	$36.7 - $37.37 $332,355 - $338,422	-9,056 Reduced 7.49%	111,813 $4.12 Million
Q2 2018 Aug 06, 2018	SELL	N/A	-4,883 Reduced 3.88%	120,869 $0
Q1 2018 May 04, 2018	BUY	N/A	780 Added 0.62%	125,752 $0
Q4 2017 Jan 29, 2018	BUY	N/A	82,763 Added 196.08%	124,972 $4.41 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-878 Reduced 2.04%	42,209 $4.22 Million
Q2 2017 Aug 09, 2017	BUY	N/A	43,087	43,087 $4.21 Million

Others Institutions Holding DON

# of Institutions

437

Shares Held

41.3M

Call Options Held

500

Put Options Held

0

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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