Clearstead Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Clearstead Advisors, LLC

$6.44 Billion
Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,357 shares of DON stock, worth $70,604. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,357

Previous 1,355 0.15%

Holding current value

$70,604

Previous $69,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$50.53 - $55.55 $101 - $111	2 Added 0.15%	1,357 $69,000
Q3 2024 Nov 13, 2024	BUY	$46.17 - $51.13 $92 - $102	2 Added 0.15%	1,355 $69,000
Q2 2024 Aug 09, 2024	BUY	$45.6 - $48.78 $48,199 - $51,560	1,057 Added 357.09%	1,353 $63,000
Q1 2024 May 14, 2024	BUY	$44.21 - $48.77 $13,086 - $14,435	296 New	296 $14,000
Q2 2020 Aug 11, 2020	SELL	$22.29 - $32.04 $2,072 - $2,979	-93 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$20.48 - $38.6 $1,904 - $3,589	93 New	93 $2,000
Q1 2018 May 14, 2018	SELL	N/A	-7,686 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	2,064 Added 36.71%	7,686 $271,000
Q3 2017 Nov 09, 2017	BUY	N/A	5,622	5,622 $562,000

Others Institutions Holding DON

# of Institutions

478

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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Clearstead Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History