Financial Advisory Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Financial Advisory Partners, LLC

$259 Billion
Q1 2024

A detailed history of Financial Advisory Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Financial Advisory Partners, LLC holds 29,633 shares of DON stock, worth $1.37 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

29,633

Previous 52,683 43.75%

Holding current value

$1.37 Million

Previous $2.41 Billion 39.96%

% of portfolio

0.56%

Previous 0.88%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$44.21 - $48.77 $1.02 Million - $1.12 Million	-23,050 Reduced 43.75%	29,633 $1.45 Billion
Q4 2023 Jan 12, 2024	BUY	$38.7 - $46.0 $37,461 - $44,528	968 Added 1.87%	52,683 $2.41 Billion
Q3 2023 Nov 03, 2023	BUY	$40.51 - $44.22 $89,405 - $97,593	2,207 Added 4.46%	51,715 $2.12 Billion
Q2 2023 Oct 04, 2023	SELL	$38.91 - $42.05 $9,260 - $10,007	-238 Reduced 0.48%	49,508 $2.08 Billion
Q1 2023 Oct 04, 2023	BUY	$39.05 - $45.4 $67,712 - $78,723	1,734 Added 3.61%	49,746 $2.04 Billion

Q4 2022 Oct 04, 2023	BUY	$38.62 - $43.71 $59,822 - $67,706	1,549 Added 3.33%	48,012 $1.98 Billion
Q3 2022 Oct 04, 2023	BUY	$37.67 - $44.3 $32,697 - $38,452	868 Added 1.9%	46,463 $1.75 Billion
Q2 2022 Oct 04, 2023	BUY	$38.16 - $45.36 $11,944 - $14,197	313 Added 0.69%	45,595 $1.78 Billion
Q1 2022 Oct 04, 2023	BUY	$42.12 - $45.3 $210,600 - $226,500	5,000 Added 12.41%	45,282 $2.01 Billion
Q4 2021 Oct 04, 2023	BUY	$41.76 - $45.13 $1.68 Million - $1.82 Million	40,282 New	40,282 $1.79 Billion

Others Institutions Holding DON

# of Institutions

443

Shares Held

39.3M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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Financial Advisory Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History