Gladstone Institutional Advisory LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 21,840 shares of DON stock, worth $1.09 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
21,840
Previous 21,439 1.87%
Holding current value
$1.09 Million
Previous $1.1 Million 1.55%
% of portfolio
0.05%
Previous 0.05%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$50.53 - $55.55 $20,262 - $22,275
401 Added 1.87%
21,840 $1.11 Million
Q3 2024

Oct 28, 2024
BUY
$46.17 - $51.13 $101,250 - $112,128
2,193 Added 11.39%
21,439 $1.1 Million
Q2 2024

Aug 02, 2024
BUY
$45.6 - $48.78 $37,346 - $39,950
819 Added 4.44%
19,246 $900,000
Q1 2024

May 14, 2024
SELL
$44.21 - $48.77 $127,280 - $140,408
-2,879 Reduced 13.51%
18,427 $898,000
Q4 2023

Feb 09, 2024
BUY
$38.7 - $46.0 $51,238 - $60,904
1,324 Added 6.63%
21,306 $973,000
Q3 2023

Nov 13, 2023
BUY
$40.51 - $44.22 $44,763 - $48,863
1,105 Added 5.85%
19,982 $818,000
Q2 2023

Aug 10, 2023
SELL
$38.91 - $42.05 $78,598 - $84,941
-2,020 Reduced 9.67%
18,877 $793,000
Q1 2023

May 12, 2023
BUY
$39.05 - $45.4 $203,528 - $236,624
5,212 Added 33.23%
20,897 $856,000
Q4 2022

Feb 01, 2023
BUY
$38.62 - $43.71 $95,005 - $107,526
2,460 Added 18.6%
15,685 $645,000
Q3 2022

Jan 27, 2023
BUY
$37.67 - $44.3 $95,719 - $112,566
2,541 Added 23.78%
13,225 $498,000
Q3 2022

Oct 20, 2022
BUY
$37.67 - $44.3 $95,719 - $112,566
2,541 Added 23.78%
13,225 $498,000
Q2 2022

Jan 27, 2023
SELL
$38.16 - $45.36 $51,630 - $61,372
-1,353 Reduced 11.24%
10,684 $416,000
Q2 2022

Aug 15, 2022
SELL
$38.16 - $45.36 $51,630 - $61,372
-1,353 Reduced 11.24%
10,684 $416,000
Q1 2022

Jan 27, 2023
BUY
$42.12 - $45.3 $68,192 - $73,340
1,619 Added 15.54%
12,037 $535,000
Q1 2022

May 04, 2022
BUY
$42.12 - $45.3 $68,192 - $73,340
1,619 Added 15.54%
12,037 $535,000
Q4 2021

Jan 27, 2023
BUY
$41.76 - $45.13 $76,003 - $82,136
1,820 Added 21.17%
10,418 $462,000
Q4 2021

Feb 11, 2022
BUY
$41.76 - $45.13 $76,003 - $82,136
1,820 Added 21.17%
10,418 $462,000
Q3 2021

Jan 27, 2023
SELL
$40.05 - $43.23 $20,826 - $22,479
-520 Reduced 5.7%
8,598 $356,000
Q3 2021

Nov 15, 2021
SELL
$40.05 - $43.23 $20,826 - $22,479
-520 Reduced 5.7%
8,598 $356,000
Q2 2021

Jan 27, 2023
BUY
$40.83 - $43.68 $29,969 - $32,061
734 Added 8.75%
9,118 $382,000
Q2 2021

Aug 13, 2021
BUY
$40.83 - $43.68 $29,969 - $32,061
734 Added 8.75%
9,118 $382,000
Q1 2021

Jan 27, 2023
SELL
$34.36 - $41.24 $9,036 - $10,846
-263 Reduced 3.04%
8,384 $339,000
Q1 2021

May 17, 2021
SELL
$34.36 - $41.24 $9,036 - $10,846
-263 Reduced 3.04%
8,384 $339,000
Q4 2020

Jan 27, 2023
SELL
$29.07 - $35.03 $14,476 - $17,444
-498 Reduced 5.45%
8,647 $301,000
Q4 2020

Feb 16, 2021
SELL
$29.07 - $35.03 $14,476 - $17,444
-498 Reduced 5.45%
8,647 $301,000
Q3 2020

Jan 27, 2023
SELL
$27.33 - $30.91 $111,506 - $126,112
-4,080 Reduced 30.85%
9,145 $264,000
Q3 2020

Nov 16, 2020
BUY
$27.33 - $30.91 $17,081 - $19,318
625 Added 7.34%
9,145 $264,000
Q2 2020

Aug 17, 2020
SELL
$22.29 - $32.04 $67,449 - $96,953
-3,026 Reduced 26.21%
8,520 $241,000
Q1 2020

May 14, 2020
SELL
$20.48 - $38.6 $13,209 - $24,897
-645 Reduced 5.29%
11,546 $279,000
Q4 2019

Feb 12, 2020
BUY
$34.97 - $38.17 $82,808 - $90,386
2,368 Added 24.11%
12,191 $464,000
Q3 2019

Nov 13, 2019
SELL
$33.78 - $36.78 $9,627 - $10,482
-285 Reduced 2.82%
9,823 $357,000
Q2 2019

Aug 14, 2019
SELL
$33.9 - $36.88 $14,746 - $16,042
-435 Reduced 4.13%
10,108 $366,000
Q1 2019

May 10, 2019
SELL
$31.29 - $36.15 $77,818 - $89,905
-2,487 Reduced 19.09%
10,543 $377,000
Q4 2018

Feb 13, 2019
BUY
$29.98 - $36.73 $390,639 - $478,591
13,030 New
13,030 $412,000

Others Institutions Holding DON

# of Institutions
483
Shares Held
43.7M
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
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email