Jnba Financial Advisors Wisdomtree Tr U.S. Midcap Divi Transaction History

Jnba Financial Advisors

$1.03 Billion
Q2 2025

A detailed history of Jnba Financial Advisors transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Jnba Financial Advisors holds 58,980 shares of DON stock, worth $3.11 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

58,980

Previous 62,960 6.32%

Holding current value

$3.11 Million

Previous $3.12 Million 5.17%

% of portfolio

0.29%

Previous 0.32%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$43.28 - $50.37 $172,254 - $200,472	-3,980 Reduced 6.32%	58,980 $2.96 Million
Q1 2025 Apr 25, 2025	SELL	$48.02 - $53.02 $396,981 - $438,316	-8,267 Reduced 11.61%	62,960 $3.12 Million
Q4 2024 Jan 30, 2025	SELL	$50.53 - $55.55 $105,355 - $115,821	-2,085 Reduced 2.84%	71,227 $3.63 Million
Q3 2024 Oct 30, 2024	SELL	$46.17 - $51.13 $949,901 - $1.05 Million	-20,574 Reduced 21.91%	73,312 $3.75 Million
Q2 2024 Jul 22, 2024	SELL	$45.6 - $48.78 $2.08 Million - $2.23 Million	-45,644 Reduced 32.71%	93,886 $4.39 Million
Q1 2024 Apr 26, 2024	SELL	$44.21 - $48.77 $6.13 Million - $6.77 Million	-138,725 Reduced 49.86%	139,530 $6.8 Million
Q4 2023 Feb 07, 2024	SELL	$38.7 - $46.0 $1.33 Million - $1.58 Million	-34,283 Reduced 10.97%	278,255 $12.7 Million
Q3 2023 Nov 02, 2023	SELL	$40.51 - $44.22 $2.53 Million - $2.76 Million	-62,393 Reduced 16.64%	312,538 $12.8 Million
Q2 2023 Aug 03, 2023	SELL	$38.91 - $42.05 $332,524 - $359,359	-8,546 Reduced 2.23%	374,931 $15.8 Million
Q1 2023 May 01, 2023	BUY	$39.05 - $45.4 $99,889 - $116,133	2,558 Added 0.67%	383,477 $15.7 Million
Q4 2022 Feb 06, 2023	BUY	$38.62 - $43.71 $20,429 - $23,122	529 Added 0.14%	380,919 $15.7 Million
Q3 2022 Nov 07, 2022	BUY	$37.67 - $44.3 $148,118 - $174,187	3,932 Added 1.04%	380,390 $14.3 Million
Q2 2022 Jul 22, 2022	BUY	$38.16 - $45.36 $46,974 - $55,838	1,231 Added 0.33%	376,458 $14.7 Million
Q1 2022 Apr 29, 2022	SELL	$42.12 - $45.3 $1.83 Million - $1.97 Million	-43,524 Reduced 10.39%	375,227 $16.7 Million
Q4 2021 Feb 03, 2022	BUY	$41.76 - $45.13 $1.15 Million - $1.24 Million	27,443 Added 7.01%	418,751 $18.6 Million
Q3 2021 Nov 10, 2021	BUY	$40.05 - $43.23 $1.56 Million - $1.69 Million	39,045 Added 11.08%	391,308 $16.2 Million
Q2 2021 Aug 04, 2021	BUY	$40.83 - $43.68 $536,873 - $574,348	13,149 Added 3.88%	352,263 $14.8 Million
Q1 2021 May 03, 2021	BUY	$34.36 - $41.24 $610,989 - $733,329	17,782 Added 5.53%	339,114 $13.7 Million
Q4 2020 Jan 25, 2021	BUY	$29.07 - $35.03 $1.43 Million - $1.72 Million	49,197 Added 18.08%	321,332 $11.2 Million
Q3 2020 Nov 05, 2020	BUY	$27.33 - $30.91 $518,641 - $586,579	18,977 Added 7.5%	272,135 $7.87 Million
Q2 2020 Jul 24, 2020	BUY	$22.29 - $32.04 $474,710 - $682,355	21,297 Added 9.19%	253,158 $7.17 Million
Q1 2020 May 01, 2020	BUY	$20.48 - $38.6 $1.95 Million - $3.67 Million	95,093 Added 69.53%	231,861 $5.6 Million
Q4 2019 Feb 10, 2020	BUY	$34.97 - $38.17 $968,214 - $1.06 Million	27,687 Added 25.38%	136,768 $5.2 Million
Q3 2019 Nov 01, 2019	BUY	$33.78 - $36.78 $1.02 Million - $1.11 Million	30,071 Added 38.06%	109,081 $3.96 Million
Q2 2019 Jul 26, 2019	BUY	$33.9 - $36.88 $1.68 Million - $1.83 Million	49,581 Added 168.48%	79,010 $2.86 Million
Q1 2019 May 01, 2019	SELL	$31.29 - $36.15 $26,127 - $30,185	-835 Reduced 2.76%	29,429 $1.05 Million
Q4 2018 Feb 07, 2019	BUY	$29.98 - $36.73 $907,314 - $1.11 Million	30,264 New	30,264 $957,000
Q3 2018 Nov 01, 2018	SELL	$36.7 - $37.37 $922,858 - $939,706	-25,146 Closed	0 $0
Q2 2018 Jul 17, 2018	SELL	N/A	-1,744 Reduced 6.49%	25,146 $900,000
Q1 2018 May 07, 2018	BUY	N/A	496 Added 1.88%	26,890 $26.9 Million
Q4 2017 Jan 31, 2018	BUY	N/A	20,243 Added 329.1%	26,394 $931,000
Q3 2017 Nov 13, 2017	SELL	N/A	-26 Reduced 0.42%	6,151 $615,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,177	6,177 $604,000

Others Institutions Holding DON

# of Institutions

488

Shares Held

45.3M

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 Jnba Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Jnba Financial Advisors with notifications on news.

Account

Jnba Financial Advisors Wisdomtree Tr U.S. Midcap Divi Transaction History