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

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

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 $444,162. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,478

Previous 8,673 2.25%

Holding current value

$444,162

Previous $443,000 2.48%

% of portfolio

0.05%

Previous 0.06%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

458

Shares Held

41.9M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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