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

Long Run Wealth Advisors, LLC

$437 Million
Q1 2025

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 104,587 shares of DON stock, worth $5.14 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

104,587

Previous 86,717 20.61%

Holding current value

$5.14 Million

Previous $4.42 Million 16.34%

% of portfolio

1.18%

Previous 1.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$48.02 - $53.02 $858,117 - $947,467	17,870 Added 20.61%	104,587 $5.14 Million
Q4 2024 Jan 27, 2025	SELL	$50.53 - $55.55 $123,646 - $135,930	-2,447 Reduced 2.74%	86,717 $4.42 Million
Q3 2024 Oct 30, 2024	SELL	$46.17 - $51.13 $99,080 - $109,724	-2,146 Reduced 2.35%	89,164 $4.56 Million
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

484

Shares Held

43.6M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

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

News

Stay updated on Long Run Wealth Advisors, LLC with notifications on news.

Account

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