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

Kcm Investment Advisors LLC

$2.91 Billion
Q3 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

448

Shares Held

40.9M

Call Options Held

500

Put Options Held

0

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kcm Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kcm Investment Advisors LLC with notifications on news.