Kcm Investment Advisors LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Kcm Investment Advisors LLC

$2.68 Billion
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 27, 2020	SELL	$20.48 - $38.6 $128,634 - $242,446	-6,281 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$34.97 - $38.17 $209 - $229	6 Added 0.1%	6,281 $239,000
Q3 2019 Nov 15, 2019	BUY	$33.78 - $36.78 $236 - $257	7 Added 0.11%	6,275 $228,000
Q2 2019 Aug 14, 2019	BUY	$33.9 - $36.88 $135 - $147	4 Added 0.06%	6,268 $227,000
Q1 2019 May 16, 2019	BUY	$31.29 - $36.15 $196,000 - $226,443	6,264 New	6,264 $224,000

Q4 2018 Feb 12, 2019	SELL	$29.98 - $36.73 $187,554 - $229,782	-6,256 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	$36.7 - $37.37 $73 - $74	2 Added 0.03%	6,256 $0
Q2 2018 Aug 10, 2018	BUY	N/A	379 Added 6.45%	6,254 $224,000
Q1 2018 May 09, 2018	SELL	N/A	-745 Reduced 11.25%	5,875 $200,000
Q4 2017 Feb 22, 2018	BUY	N/A	4,414 Added 200.09%	6,620 $234,000
Q3 2017 Nov 13, 2017	BUY	N/A	2,206	2,206 $220,000

Others Institutions Holding DON

# of Institutions

443

Shares Held

39.3M

Call Options Held

500

Put Options Held

0

Bank Of America Corp Charlotte, NC

4.53M
Shares

$209 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.6M
Shares

$120 Million
0.01% of portfolio
Linscomb & Williams, Inc. Houston, TX

1.9M
Shares

$87.7 Million
4.77% of portfolio
Lpl Financial LLC Fort Mill, SC

1.81M
Shares

$83.4 Million
0.05% of portfolio
Creative Planning Overland Park, KS

1.61M
Shares

$74.2 Million
0.09% of portfolio

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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