Insight Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Insight Advisors, LLC

$372 Million
Q3 2024

A detailed history of Insight Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Insight Advisors, LLC holds 21,336 shares of DON stock, worth $1.12 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

21,336

Previous 74,689 71.43%

Holding current value

$1.12 Million

Previous $3.49 Million 68.79%

% of portfolio

0.29%

Previous 1.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$46.17 - $51.13 $2.46 Million - $2.73 Million	-53,353 Reduced 71.43%	21,336 $1.09 Million
Q2 2024 Jul 15, 2024	BUY	$45.6 - $48.78 $517,332 - $553,409	11,345 Added 17.91%	74,689 $3.49 Million
Q1 2024 May 06, 2024	BUY	$44.21 - $48.77 $744,142 - $820,896	16,832 Added 36.19%	63,344 $3.09 Million
Q4 2023 Jan 23, 2024	BUY	$38.7 - $46.0 $699,579 - $831,542	18,077 Added 63.57%	46,512 $2.13 Million
Q3 2023 Nov 07, 2023	SELL	$40.51 - $44.22 $115,210 - $125,761	-2,844 Reduced 9.09%	28,435 $1.16 Million
Q2 2023 Aug 07, 2023	SELL	$38.91 - $42.05 $56,341 - $60,888	-1,448 Reduced 4.42%	31,279 $1.32 Million
Q1 2023 May 03, 2023	BUY	$39.05 - $45.4 $115,236 - $133,975	2,951 Added 9.91%	32,727 $1.34 Million
Q4 2022 Feb 21, 2023	SELL	$38.62 - $43.71 $500,862 - $566,874	-12,969 Reduced 30.34%	29,776 $1.22 Million
Q3 2022 Dec 12, 2022	BUY	$37.67 - $44.3 $38,423 - $45,186	1,020 Added 2.44%	42,745 $1.61 Million
Q2 2022 Aug 11, 2022	BUY	$38.16 - $45.36 $51,363 - $61,054	1,346 Added 3.33%	41,725 $1.74 Million
Q1 2022 May 13, 2022	BUY	$42.12 - $45.3 $161,614 - $173,816	3,837 Added 10.5%	40,379 $1.79 Million
Q4 2021 Feb 09, 2022	BUY	$41.76 - $45.13 $556,284 - $601,176	13,321 Added 57.37%	36,542 $1.62 Million
Q3 2021 Nov 12, 2021	BUY	$40.05 - $43.23 $480,239 - $518,370	11,991 Added 106.78%	23,221 $1.03 Million
Q2 2021 Aug 12, 2021	BUY	$40.83 - $43.68 $230,689 - $246,792	5,650 Added 101.25%	11,230 $467,000
Q1 2021 May 17, 2021	BUY	$34.36 - $41.24 $191,728 - $230,119	5,580 New	5,580 $235,000

Others Institutions Holding DON

# of Institutions

453

Shares Held

41.2M

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 Insight Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Advisors, LLC with notifications on news.

Account

Insight Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History