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

Financial Advisory Partners, LLC

$301 Billion
Q4 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 31,780 shares of DON stock, worth $1.66 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

31,780

Previous 30,167 5.35%

Holding current value

$1.66 Million

Previous $1.54 Billion 5.02%

% of portfolio

0.54%

Previous 0.51%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$50.53 - $55.55 $81,504 - $89,602	1,613 Added 5.35%	31,780 $1.62 Billion
Q3 2024 Oct 09, 2024	BUY	$46.17 - $51.13 $62,606 - $69,332	1,356 Added 4.71%	30,167 $1.54 Billion
Q2 2024 Jul 22, 2024	SELL	$45.6 - $48.78 $37,483 - $40,097	-822 Reduced 2.77%	28,811 $1.35 Billion
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

458

Shares Held

41.7M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

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

News

Stay updated on Financial Advisory Partners, LLC with notifications on news.

Account

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