Institute For Wealth Management, Llc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,478 shares of DON stock, worth $415,506. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,478
Previous 8,478 -0.0%
Holding current value
$415,506
Previous $432,000 3.01%
% of portfolio
0.05%
Previous 0.05%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$50.53 - $55.55 $9,853 - $10,832
-195 Reduced 2.25%
8,478 $432,000
Q3 2024

Nov 12, 2024
SELL
$46.17 - $51.13 $27,655 - $30,626
-599 Reduced 6.46%
8,673 $443,000
Q2 2024

Jul 25, 2024
SELL
$45.6 - $48.78 $13,224 - $14,146
-290 Reduced 3.03%
9,272 $433,000
Q1 2024

Apr 30, 2024
SELL
$44.21 - $48.77 $6,719 - $7,413
-152 Reduced 1.56%
9,562 $466,000
Q4 2023

Jan 31, 2024
SELL
$38.7 - $46.0 $2,747 - $3,266
-71 Reduced 0.73%
9,714 $443,000
Q2 2023

Jul 25, 2023
BUY
$38.91 - $42.05 $2,529 - $2,733
65 Added 0.67%
9,785 $411,000
Q1 2023

Apr 20, 2023
SELL
$39.05 - $45.4 $4,451 - $5,175
-114 Reduced 1.16%
9,720 $398,000
Q4 2022

Feb 02, 2023
BUY
$38.62 - $43.71 $19,310 - $21,855
500 Added 5.36%
9,834 $404,000
Q3 2022

Oct 18, 2022
BUY
$37.67 - $44.3 $1,619 - $1,904
43 Added 0.46%
9,334 $352,000
Q2 2022

Jul 25, 2022
BUY
$38.16 - $45.36 $12,211 - $14,515
320 Added 3.57%
9,291 $362,000
Q1 2022

Apr 29, 2022
BUY
$42.12 - $45.3 $9,813 - $10,554
233 Added 2.67%
8,971 $398,000
Q4 2021

Jan 21, 2022
SELL
$41.76 - $45.13 $835 - $902
-20 Reduced 0.23%
8,738 $388,000
Q3 2021

Nov 15, 2021
BUY
$40.05 - $43.23 $24,230 - $26,154
605 Added 7.42%
8,758 $363,000
Q4 2020

Feb 01, 2021
SELL
$29.07 - $35.03 $43,663 - $52,615
-1,502 Reduced 15.56%
8,153 $284,000
Q3 2020

Nov 03, 2020
SELL
$27.33 - $30.91 $376,252 - $425,537
-13,767 Reduced 58.78%
9,655 $279,000
Q2 2020

Jul 30, 2020
BUY
$22.29 - $32.04 $40,389 - $58,056
1,812 Added 8.39%
23,422 $664,000
Q1 2020

Apr 29, 2020
SELL
$20.48 - $38.6 $32,256 - $60,795
-1,575 Reduced 6.79%
21,610 $522,000
Q4 2019

Feb 27, 2020
BUY
$34.97 - $38.17 $779,935 - $851,305
22,303 Added 2528.68%
23,185 $882,000
Q4 2019

Jan 27, 2020
SELL
$34.97 - $38.17 $756,715 - $825,960
-21,639 Reduced 96.08%
882 $882,000
Q3 2019

Oct 28, 2019
SELL
$33.78 - $36.78 $16,687 - $18,169
-494 Reduced 2.15%
22,521 $818,000
Q2 2019

Aug 02, 2019
BUY
$33.9 - $36.88 $87,970 - $95,703
2,595 Added 12.71%
23,015 $833,000
Q1 2019

May 15, 2019
BUY
$31.29 - $36.15 $50,126 - $57,912
1,602 Added 8.51%
20,420 $731,000
Q4 2018

Feb 08, 2019
BUY
$29.98 - $36.73 $14,780 - $18,107
493 Added 2.69%
18,818 $595,000
Q3 2018

Oct 29, 2018
SELL
$36.7 - $37.37 $12,111 - $12,332
-330 Reduced 1.77%
18,325 $674,000
Q2 2018

Aug 10, 2018
BUY
N/A
127 Added 0.69%
18,655 $667,000
Q1 2018

May 15, 2018
BUY
N/A
2,794 Added 17.76%
18,528 $636,000
Q4 2017

Feb 12, 2018
BUY
N/A
15,734 New
15,734 $556,000
Q3 2017

Nov 14, 2017
SELL
N/A
-2,990 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
2,990
2,990 $291,000

Others Institutions Holding DON

# of Institutions
492
Shares Held
44.7M
Call Options Held
500
Put Options Held
237
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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