Ever Source Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,199 shares of DON stock, worth $107,772. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,199
Previous 1,810 21.49%
Holding current value
$107,772
Previous $92,000 17.39%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$48.02 - $53.02 $18,679 - $20,624
389 Added 21.49%
2,199 $108,000
Q4 2021

Feb 07, 2022
BUY
$41.76 - $45.13 $75,585 - $81,685
1,810 New
1,810 $80,000

Others Institutions Holding DON

# of Institutions
492
Shares Held
44.7M
Call Options Held
500
Put Options Held
237
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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