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

Clearstead Advisors, LLC

  • $5.78 Billion
  • Q2 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 1,353 shares of DON stock, worth $70,694. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,353
Previous 296 357.09%
Holding current value
$70,694
Previous $14,000 350.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
437
Shares Held
41.3M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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