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 $438,486. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,511

Previous 9,134 6.82%

Holding current value

$438,486

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

449

Shares Held

41M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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