Evoke Wealth, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Evoke Wealth, LLC

$84.8 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$44.21 - $48.77 $186,875 - $206,150	4,227 New	4,227 $206,000
Q4 2021 Feb 09, 2022	BUY	$41.76 - $45.13 $41 - $45	1 Added 0.02%	4,227 $188,000
Q3 2021 Nov 12, 2021	SELL	$40.05 - $43.23 $40 - $43	-1 Reduced 0.02%	4,226 $175,000
Q1 2021 May 13, 2021	BUY	$34.36 - $41.24 $34 - $41	1 Added 0.02%	4,227 $171,000
Q2 2020 Aug 10, 2020	SELL	$22.29 - $32.04 $22 - $32	-1 Reduced 0.02%	4,226 $120,000
Q1 2020 May 07, 2020	BUY	$20.48 - $38.6 $86,568 - $163,162	4,227 New	4,227 $102 Million
Q4 2019 Feb 07, 2020	SELL	$34.97 - $38.17 $147,783 - $161,306	-4,226 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$33.78 - $36.78 $142,754 - $155,432	4,226 New	4,226 $153 Million

Others Institutions Holding DON

# of Institutions

437

Shares Held

41.3M

Call Options Held

500

Put Options Held

0

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.