A detailed history of Capital Investment Advisory Services, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 576 shares of DON stock, worth $28,028. This represents 0.0% of its overall portfolio holdings.

Number of Shares
576
Previous 573 0.52%
Holding current value
$28,028
Previous $26,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$44.21 - $48.77 $132 - $146
3 Added 0.52%
576 $28,000
Q4 2023

Feb 01, 2024

BUY
$38.7 - $46.0 $154 - $184
4 Added 0.7%
573 $26,000
Q3 2023

Nov 02, 2023

SELL
$40.51 - $44.22 $11,828 - $12,912
-292 Reduced 33.91%
569 $23,000
Q2 2023

Jul 28, 2023

BUY
$38.91 - $42.05 $233 - $252
6 Added 0.7%
861 $36,000
Q1 2023

Apr 21, 2023

BUY
$39.05 - $45.4 $195 - $227
5 Added 0.59%
855 $35,000
Q4 2022

Feb 03, 2023

BUY
$38.62 - $43.71 $32,827 - $37,153
850 New
850 $34,000
Q4 2021

Feb 01, 2022

SELL
$41.76 - $45.13 $501 - $541
-12 Closed
0 $0
Q1 2021

May 05, 2021

SELL
$34.36 - $41.24 $481 - $577
-14 Reduced 53.85%
12 $0
Q1 2020

Apr 28, 2020

BUY
$20.48 - $38.6 $532 - $1,003
26 New
26 $1,000
Q4 2019

Feb 04, 2020

SELL
$34.97 - $38.17 $909 - $992
-26 Closed
0 $0
Q3 2019

Oct 17, 2019

SELL
$33.78 - $36.78 $844 - $919
-25 Reduced 49.02%
26 $1,000
Q2 2019

Aug 08, 2019

BUY
$33.9 - $36.88 $711 - $774
21 Added 70.0%
51 $2,000
Q1 2019

Apr 23, 2019

BUY
$31.29 - $36.15 $125 - $144
4 Added 15.38%
30 $1,000
Q4 2018

Feb 04, 2019

BUY
$29.98 - $36.73 $779 - $954
26 New
26 $1,000

Others Institutions Holding DON

About WISDOMTREE TR U.S. MIDCAP DIVI


  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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