Independent Wealth Network Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Independent Wealth Network Inc. holds 3,964 shares of DON stock, worth $203,828. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,964

Previous 5,380 26.32%

Holding current value

$203,828

Previous $251,000 19.52%

% of portfolio

0.09%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$46.17 - $51.13 $65,376 - $72,400	-1,416 Reduced 26.32%	3,964 $202,000
Q2 2024 Jul 18, 2024	SELL	$45.6 - $48.78 $214,137 - $229,070	-4,696 Reduced 46.61%	5,380 $251,000
Q1 2024 May 20, 2024	BUY	$44.21 - $48.77 $445,459 - $491,406	10,076 New	10,076 $491,000
Q4 2023 Jan 12, 2024	BUY	$38.7 - $46.0 $4,411 - $5,244	114 Added 1.12%	10,310 $471,000
Q3 2023 Oct 11, 2023	SELL	$40.51 - $44.22 $28,316 - $30,909	-699 Reduced 6.42%	10,196 $417,000
Q2 2023 Jul 12, 2023	BUY	$38.91 - $42.05 $118,247 - $127,789	3,039 Added 38.68%	10,895 $458,000
Q1 2023 Apr 18, 2023	BUY	$39.05 - $45.4 $54,084 - $62,879	1,385 Added 21.4%	7,856 $321,000
Q4 2022 Jan 25, 2023	BUY	$38.62 - $43.71 $249,910 - $282,847	6,471 New	6,471 $0

Others Institutions Holding DON

# of Institutions

449

Shares Held

41M

Call Options Held

500

Put Options Held

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About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Independent Wealth Network Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History