Lake Street Advisors Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Lake Street Advisors Group, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Lake Street Advisors Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 19,500 shares of DON stock, worth $1.08 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,500
Previous 19,500 -0.0%
Holding current value
$1.08 Million
Previous $912,000 9.32%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$44.21 - $48.77 $862,095 - $951,015
19,500 New
19,500 $951,000
Q2 2023

Aug 10, 2023
BUY
$38.91 - $42.05 $758,744 - $819,975
19,500 New
19,500 $820,000
Q2 2022

Aug 02, 2022
BUY
$38.16 - $45.36 $744,119 - $884,520
19,500 New
19,500 $760,000

Others Institutions Holding DON

# of Institutions
449
Shares Held
41M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
Track This Portfolio

Track Lake Street Advisors Group, LLC Portfolio

Follow Lake Street Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lake Street Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email