Ifp Advisors, Inc Wisdomtree Tr U.S. Midcap Divi Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Ifp Advisors, Inc holds 8,511 shares of DON stock, worth $468,445. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,511

Previous 9,134 6.82%

Holding current value

$468,445

Previous $445,000 10.56%

% of portfolio

0.02%

Previous 0.02%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$45.6 - $48.78 $28,408 - $30,389	-623 Reduced 6.82%	8,511 $398,000
Q1 2024 Jul 30, 2024	SELL	$44.21 - $48.77 $10,300 - $11,363	-233 Reduced 2.49%	9,134 $445,000
Q4 2023 Jan 09, 2024	SELL	$38.7 - $46.0 $31,424 - $37,352	-812 Reduced 7.98%	9,367 $427,000
Q3 2023 Oct 12, 2023	SELL	$40.51 - $44.22 $16,325 - $17,820	-403 Reduced 3.81%	10,179 $416,000
Q2 2023 Aug 04, 2023	SELL	$38.91 - $42.05 $48,832 - $52,772	-1,255 Reduced 10.6%	10,582 $444,000
Q1 2023 Apr 18, 2023	SELL	$39.05 - $45.4 $146,359 - $170,159	-3,748 Reduced 24.05%	11,837 $485,000
Q4 2022 Feb 07, 2023	SELL	$38.62 - $43.71 $1,042 - $1,180	-27 Reduced 0.17%	15,585 $1.28 Million
Q3 2022 Nov 08, 2022	SELL	$37.67 - $44.3 $16,989 - $19,979	-451 Reduced 2.81%	15,612 $1.28 Million
Q2 2022 Sep 06, 2022	BUY	$38.16 - $45.36 $612,964 - $728,617	16,063 New	16,063 $1.32 Million
Q2 2022 Aug 12, 2022	SELL	$38.16 - $45.36 $612,964 - $728,617	-16,063 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$42.12 - $45.3 $117,346 - $126,205	2,786 Added 20.98%	16,063 $0
Q4 2021 Jan 12, 2022	SELL	$41.76 - $45.13 $40,381 - $43,640	-967 Reduced 6.79%	13,277 $589,000
Q3 2021 Oct 06, 2021	BUY	$40.05 - $43.23 $110,537 - $119,314	2,760 Added 24.03%	14,244 $590,000
Q2 2021 Jul 13, 2021	SELL	$40.83 - $43.68 $491,919 - $526,256	-12,048 Reduced 51.2%	11,484 $481,000
Q1 2021 Apr 30, 2021	SELL	$34.36 - $41.24 $158,571 - $190,322	-4,615 Reduced 16.4%	23,532 $949,000
Q4 2020 Jan 25, 2021	SELL	$29.07 - $35.03 $14,418 - $17,374	-496 Reduced 1.73%	28,147 $977,000
Q3 2020 Oct 29, 2020	BUY	$27.33 - $30.91 $165,756 - $187,469	6,065 Added 26.86%	28,643 $827,000
Q2 2020 Aug 05, 2020	SELL	$22.29 - $32.04 $3,009 - $4,325	-135 Reduced 0.59%	22,578 $631,000
Q1 2020 May 12, 2020	SELL	$20.48 - $38.6 $27,566 - $51,955	-1,346 Reduced 5.59%	22,713 $567,000
Q4 2019 Jan 17, 2020	SELL	$34.97 - $38.17 $1.6 Million - $1.75 Million	-45,856 Reduced 65.59%	24,059 $913,000
Q3 2019 Nov 07, 2019	BUY	$33.78 - $36.78 $135,255 - $147,267	4,004 Added 6.07%	69,915 $2.53 Million
Q1 2019 May 15, 2019	SELL	$31.29 - $36.15 $764,884 - $883,686	-24,445 Reduced 27.05%	65,911 $2.36 Million
Q4 2018 Jan 23, 2019	BUY	$29.98 - $36.73 $563,024 - $689,789	18,780 Added 26.24%	90,356 $0
Q3 2018 Oct 25, 2018	SELL	$36.7 - $37.37 $52,187 - $53,140	-1,422 Reduced 1.95%	71,576 $0
Q2 2018 Aug 07, 2018	BUY	N/A	1,874 Added 2.63%	72,998 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-1,874 Reduced 2.57%	71,124 $2.51 Million
Q1 2018 May 09, 2018	BUY	N/A	1,874 Added 2.63%	72,998 $0
Q4 2017 Jan 24, 2018	BUY	N/A	52,057 Added 273.02%	71,124 $0
Q3 2017 Oct 30, 2017	BUY	N/A	11,094 Added 139.14%	19,067 $1.91 Million
Q2 2017 Jun 03, 2019	BUY	N/A	1,737 Added 27.85%	7,973 $779,000
Q1 2017 Jun 03, 2019	BUY	N/A	2,324 Added 59.41%	6,236 $608,000
Q4 2016 Jun 03, 2019	BUY	N/A	1,239 Added 46.35%	3,912 $369,000
Q2 2016 Jun 03, 2019	SELL	N/A	-63,238 Reduced 95.94%	2,673 $239,000
Q1 2016 Jun 03, 2019	BUY	N/A	65,911	65,911 $2.36 Million

Others Institutions Holding DON

# of Institutions

448

Shares Held

40.9M

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

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account