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

Exencial Wealth Advisors, LLC

  • $2.62 Billion
  • Q2 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 18,460 shares of DON stock, worth $964,535. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,460
Previous 18,687 1.21%
Holding current value
$964,535
Previous $911,000 5.27%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$45.6 - $48.78 $10,351 - $11,073
-227 Reduced 1.21%
18,460 $863,000
Q1 2024

May 10, 2024
SELL
$44.21 - $48.77 $17,020 - $18,776
-385 Reduced 2.02%
18,687 $911,000
Q4 2023

Feb 13, 2024
BUY
$38.7 - $46.0 $29,373 - $34,914
759 Added 4.14%
19,072 $871,000
Q3 2023

Nov 08, 2023
SELL
$40.51 - $44.22 $180,512 - $197,044
-4,456 Reduced 19.57%
18,313 $750,000
Q2 2023

Aug 10, 2023
BUY
$38.91 - $42.05 $885,941 - $957,436
22,769 New
22,769 $957,000

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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