Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Wisdomtree Tr U.S. Midcap Divi Transaction History

Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

  • $574 Million
  • Q2 2025

A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 16,903 shares of DON stock, worth $876,927. This represents 0.15% of its overall portfolio holdings.

Number of Shares
16,903
Previous 44,103 61.67%
Holding current value
$876,927
Previous $2.18 Million 61.2%
% of portfolio
0.15%
Previous 0.34%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$43.28 - $50.37 $1.18 Million - $1.37 Million
-27,200 Reduced 61.67%
16,903 $847,000
Q3 2024

Nov 14, 2024
BUY
$46.17 - $51.13 $1.65 Million - $1.82 Million
35,643 Added 421.31%
44,103 $2.25 Million
Q2 2024

Aug 14, 2024
SELL
$45.6 - $48.78 $1.63 Million - $1.74 Million
-35,643 Reduced 80.82%
8,460 $395,000
Q4 2023

Feb 14, 2024
SELL
$38.7 - $46.0 $154,800 - $184,000
-4,000 Reduced 8.32%
44,103 $2.02 Million
Q2 2023

Aug 14, 2023
SELL
$38.91 - $42.05 $45,018 - $48,651
-1,157 Reduced 2.35%
48,103 $2.02 Million
Q4 2022

Feb 14, 2023
BUY
$38.62 - $43.71 $1.58 Million - $1.78 Million
40,800 Added 482.27%
49,260 $2.03 Million
Q3 2022

Nov 14, 2022
SELL
$37.67 - $44.3 $1.54 Million - $1.81 Million
-40,800 Reduced 82.83%
8,460 $319,000
Q1 2021

May 17, 2021
BUY
$34.36 - $41.24 $4,466 - $5,361
130 Added 0.26%
49,260 $1.99 Million
Q4 2020

Feb 16, 2021
SELL
$29.07 - $35.03 $407,270 - $490,770
-14,010 Reduced 22.19%
49,130 $1.71 Million
Q2 2020

Aug 14, 2020
SELL
$22.29 - $32.04 $311,168 - $447,278
-13,960 Reduced 18.11%
63,140 $1.79 Million
Q1 2020

May 15, 2020
SELL
$20.48 - $38.6 $46,080 - $86,850
-2,250 Reduced 2.84%
77,100 $1.86 Million
Q3 2019

Nov 14, 2019
SELL
$33.78 - $36.78 $71,647 - $78,010
-2,121 Reduced 2.6%
79,350 $2.88 Million
Q1 2019

May 15, 2019
SELL
$31.29 - $36.15 $12,203 - $14,098
-390 Reduced 0.48%
81,471 $2.92 Million
Q4 2018

Feb 14, 2019
SELL
$29.98 - $36.73 $90,839 - $111,291
-3,030 Reduced 3.57%
81,861 $2.59 Million
Q3 2018

Nov 14, 2018
SELL
$36.7 - $37.37 $39,819 - $40,546
-1,085 Reduced 1.26%
84,891 $3.13 Million
Q1 2018

May 15, 2018
BUY
N/A
2,375 Added 2.84%
85,976 $2.93 Million
Q4 2017

Feb 14, 2018
BUY
N/A
55,779 Added 200.49%
83,601 $2.95 Million
Q3 2017

Nov 09, 2017
BUY
N/A
27,822
27,822 $2.78 Million

Others Institutions Holding DON

# of Institutions
495
Shares Held
45.3M
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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