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

Founders Financial Alliance, LLC

$352 Million
Q3 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 47,345 shares of DON stock, worth $2.53 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

47,345

Previous 46,976 0.79%

Holding current value

$2.53 Million

Previous $2.2 Million 10.15%

% of portfolio

0.69%

Previous 0.66%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$46.17 - $51.13 $17,036 - $18,866	369 Added 0.79%	47,345 $2.42 Million
Q2 2024 Aug 23, 2024	BUY	$45.6 - $48.78 $276,928 - $296,240	6,073 Added 14.85%	46,976 $2.2 Million
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

448

Shares Held

41M

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 Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Account

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