Keystone Financial Group Wisdomtree Tr U.S. Midcap Divi Transaction History

Keystone Financial Group

$296 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 06, 2020	BUY	$34.97 - $38.17 $33,676 - $36,757	963 Added 6.75%	15,234 $580,000
Q3 2019 Nov 07, 2019	BUY	$33.78 - $36.78 $202 - $220	6 Added 0.04%	14,271 $518,000
Q2 2019 Aug 07, 2019	SELL	$33.9 - $36.88 $5,966 - $6,490	-176 Reduced 1.22%	14,265 $516,000
Q1 2019 May 07, 2019	BUY	$31.29 - $36.15 $64,081 - $74,035	2,048 Added 16.53%	14,441 $517,000
Q4 2018 Feb 11, 2019	SELL	$29.98 - $36.73 $13,161 - $16,124	-439 Reduced 3.42%	12,393 $392,000
Q3 2018 Nov 06, 2018	BUY	$36.7 - $37.37 $104,705 - $106,616	2,853 Added 28.59%	12,832 $471,000
Q2 2018 Aug 14, 2018	SELL	N/A	-252 Reduced 2.46%	9,979 $356,000
Q1 2018 May 15, 2018	SELL	N/A	-6,299 Reduced 38.11%	10,231 $342,000
Q4 2017 Feb 09, 2018	BUY	N/A	16,530	16,530 $572,000

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
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