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

Financial Insights, Inc.

$266 Million
Q2 2025

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 55,296 shares of DON stock, worth $2.8 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

55,296

Previous 59,094 6.43%

Holding current value

$2.8 Million

Previous $2.93 Million 5.3%

% of portfolio

1.04%

Previous 1.18%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$43.28 - $50.37 $164,377 - $191,305	-3,798 Reduced 6.43%	55,296 $2.77 Million
Q1 2025 Apr 24, 2025	SELL	$48.02 - $53.02 $161,395 - $178,200	-3,361 Reduced 5.38%	59,094 $2.93 Million
Q4 2024 Mar 05, 2025	SELL	$50.53 - $55.55 $140,726 - $154,706	-2,785 Reduced 4.27%	62,455 $3.18 Million
Q3 2024 Oct 22, 2024	SELL	$46.17 - $51.13 $33,011 - $36,557	-715 Reduced 1.08%	65,240 $3.34 Million
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

483

Shares Held

45.4M

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 Insights, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Insights, Inc. with notifications on news.

Account

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