Long Run Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Long Run Wealth Advisors, LLC

  • $392 Million
  • Q2 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 91,310 shares of DON stock, worth $4.46 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
91,310
Previous 92,414 1.19%
Holding current value
$4.46 Million
Previous $4.51 Million 5.26%
% of portfolio
1.09%
Previous 1.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$45.6 - $48.78 $50,342 - $53,853
-1,104 Reduced 1.19%
91,310 $4.27 Million
Q1 2024

Apr 24, 2024
BUY
$44.21 - $48.77 $72,194 - $79,641
1,633 Added 1.8%
92,414 $4.51 Million
Q4 2023

Jan 10, 2024
SELL
$38.7 - $46.0 $165,016 - $196,144
-4,264 Reduced 4.49%
90,781 $4.15 Million
Q3 2023

Oct 10, 2023
BUY
$40.51 - $44.22 $161,108 - $175,862
3,977 Added 4.37%
95,045 $3.89 Million
Q2 2023

Jul 17, 2023
BUY
$38.91 - $42.05 $619,719 - $669,730
15,927 Added 21.2%
91,068 $3.83 Million
Q1 2023

Apr 21, 2023
BUY
$39.05 - $45.4 $28,623 - $33,278
733 Added 0.99%
75,141 $3.08 Million
Q4 2022

Jan 26, 2023
BUY
$38.62 - $43.71 $205,960 - $233,105
5,333 Added 7.72%
74,408 $0
Q3 2022

Nov 09, 2022
BUY
$37.67 - $44.3 $81,856 - $96,263
2,173 Added 3.25%
69,075 $2.6 Million
Q2 2022

Jul 19, 2022
SELL
$38.16 - $45.36 $8,395 - $9,979
-220 Reduced 0.33%
66,902 $2.61 Million
Q1 2022

Apr 27, 2022
BUY
$42.12 - $45.3 $352,755 - $379,387
8,375 Added 14.26%
67,122 $2.98 Million
Q4 2021

Jan 21, 2022
BUY
$41.76 - $45.13 $2.45 Million - $2.65 Million
58,747 New
58,747 $2.61 Million

Others Institutions Holding DON

# of Institutions
436
Shares Held
41.3M
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
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