Financial Insights, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Financial Insights, Inc.

$357 Million
Q2 2024

A detailed history of Financial Insights, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Financial Insights, Inc. holds 65,955 shares of DON stock, worth $3.38 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

65,955

Previous 68,017 3.03%

Holding current value

$3.38 Million

Previous $3.32 Million 7.02%

% of portfolio

0.86%

Previous 0.96%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$45.6 - $48.78 $94,027 - $100,584	-2,062 Reduced 3.03%	65,955 $3.08 Million
Q1 2024 Apr 25, 2024	SELL	$44.21 - $48.77 $154,779 - $170,743	-3,501 Reduced 4.9%	68,017 $3.32 Million
Q4 2023 Jan 24, 2024	SELL	$38.7 - $46.0 $98,955 - $117,622	-2,557 Reduced 3.45%	71,518 $3.27 Million
Q3 2023 Dec 06, 2023	SELL	$40.51 - $44.22 $183,145 - $199,918	-4,521 Reduced 5.87%	72,540 $2.97 Million
Q2 2023 Jan 24, 2024	BUY	$38.91 - $42.05 $59,726 - $64,546	1,535 Added 2.12%	74,075 $3.11 Million
Q1 2023 Apr 17, 2023	SELL	$39.05 - $45.4 $94,383 - $109,731	-2,417 Reduced 3.04%	77,061 $3.16 Million
Q4 2022 Feb 09, 2023	SELL	$38.62 - $43.71 $243,808 - $275,941	-6,313 Reduced 7.36%	79,478 $3.27 Million
Q3 2022 Oct 26, 2022	SELL	$37.67 - $44.3 $132,824 - $156,201	-3,526 Reduced 3.95%	85,791 $3.23 Million
Q2 2022 Aug 03, 2022	SELL	$38.16 - $45.36 $175,879 - $209,064	-4,609 Reduced 4.91%	89,317 $3.48 Million
Q1 2022 May 11, 2022	SELL	$42.12 - $45.3 $699,992 - $752,840	-16,619 Reduced 15.03%	93,926 $4.17 Million
Q4 2021 Feb 09, 2022	SELL	$41.76 - $45.13 $1.19 Million - $1.29 Million	-28,561 Reduced 20.53%	110,545 $4.9 Million
Q3 2021 Nov 12, 2021	SELL	$40.05 - $43.23 $133,166 - $143,739	-3,325 Reduced 2.33%	139,106 $5.77 Million
Q2 2021 Aug 12, 2021	SELL	$40.83 - $43.68 $254,738 - $272,519	-6,239 Reduced 4.2%	142,431 $59.8 Million
Q1 2021 May 12, 2021	BUY	$34.36 - $41.24 $11,441 - $13,732	333 Added 0.22%	148,670 $6.01 Million
Q4 2020 Feb 05, 2021	SELL	$29.07 - $35.03 $57,820 - $69,674	-1,989 Reduced 1.32%	148,337 $5.16 Million
Q3 2020 Nov 16, 2020	BUY	$27.33 - $30.91 $1.11 Million - $1.26 Million	40,790 Added 37.24%	150,326 $4.35 Million
Q2 2020 Aug 20, 2020	SELL	$22.29 - $32.04 $1.02 Million - $1.47 Million	-45,731 Reduced 29.45%	109,536 $4.33 Million
Q1 2020 Apr 28, 2020	BUY	$20.48 - $38.6 $23,490 - $44,274	1,147 Added 0.74%	155,267 $3.75 Million
Q4 2019 Feb 07, 2020	SELL	$34.97 - $38.17 $62,841 - $68,591	-1,797 Reduced 1.15%	154,120 $5.86 Million
Q3 2019 Oct 31, 2019	BUY	$33.78 - $36.78 $192,985 - $210,124	5,713 Added 3.8%	155,917 $5.66 Million
Q2 2019 Aug 20, 2019	BUY	$33.9 - $36.88 $136,718 - $148,737	4,033 Added 2.76%	150,204 $5.23 Million
Q1 2019 May 23, 2019	BUY	$31.29 - $36.15 $46,309 - $53,502	1,480 Added 1.02%	146,171 $5.36 Million
Q4 2018 Mar 08, 2019	BUY	$29.98 - $36.73 $4.34 Million - $5.31 Million	144,691 New	144,691 $5.07 Million

Others Institutions Holding DON

# of Institutions

437

Shares Held

41.3M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Financial Insights, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History