Capital Advisory Group Advisory Services, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Capital Advisory Group Advisory Services, LLC

  • $274 Million
  • Q2 2025

A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 5,628 shares of DON stock, worth $287,590. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,628
Previous 17,336 67.54%
Holding current value
$287,590
Previous $852,000 66.9%
% of portfolio
0.1%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$43.28 - $50.37 $506,722 - $589,731
-11,708 Reduced 67.54%
5,628 $282,000
Q1 2025

Apr 15, 2025
BUY
$48.02 - $53.02 $126,148 - $139,283
2,627 Added 17.86%
17,336 $852,000
Q4 2024

Feb 03, 2025
BUY
$50.53 - $55.55 $743,245 - $817,084
14,709 New
14,709 $749,000

Others Institutions Holding DON

# of Institutions
494
Shares Held
44.7M
Call Options Held
500
Put Options Held
237
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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  • Ticker DON
  • Sector ETFs
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More about DON
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