Founders Financial Alliance, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Founders Financial Alliance, LLC

  • $325 Million
  • Q1 2024

A detailed history of Founders Financial Alliance, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 40,903 shares of DON stock, worth $1.91 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
40,903
Previous 1,020 3910.1%
Holding current value
$1.91 Million
Previous $46,000 4234.78%
% of portfolio
0.61%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$44.21 - $48.77 $1.76 Million - $1.95 Million
39,883 Added 3910.1%
40,903 $1.99 Million
Q4 2022

Feb 15, 2023
SELL
$38.62 - $43.71 $135,594 - $153,465
-3,511 Reduced 77.49%
1,020 $41,000
Q3 2022

Nov 14, 2022
SELL
$37.67 - $44.3 $8,362 - $9,834
-222 Reduced 4.67%
4,531 $171,000
Q2 2022

Aug 15, 2022
SELL
$38.16 - $45.36 $22,132 - $26,308
-580 Reduced 10.88%
4,753 $185,000
Q1 2022

May 12, 2022
SELL
$42.12 - $45.3 $551,392 - $593,022
-13,091 Reduced 71.05%
5,333 $237,000
Q4 2021

Feb 14, 2022
BUY
$41.76 - $45.13 $208 - $225
5 Added 0.03%
18,424 $817,000
Q3 2021

Nov 15, 2021
SELL
$40.05 - $43.23 $32,320 - $34,886
-807 Reduced 4.2%
18,419 $764,000
Q2 2021

Aug 02, 2021
BUY
$40.83 - $43.68 $567,251 - $606,846
13,893 Added 260.51%
19,226 $806,000
Q1 2021

May 14, 2021
SELL
$34.36 - $41.24 $3,436 - $4,124
-100 Reduced 1.84%
5,333 $230,000
Q4 2020

Feb 04, 2021
SELL
$29.07 - $35.03 $423,171 - $509,931
-14,557 Reduced 72.82%
5,433 $189,000
Q3 2020

Nov 13, 2020
BUY
$27.33 - $30.91 $546,326 - $617,890
19,990 New
19,990 $587,000

Others Institutions Holding DON

# of Institutions
442
Shares Held
39.4M
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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