Moneco Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Moneco Advisors, LLC

$938 Million
Q1 2025

A detailed history of Moneco Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Moneco Advisors, LLC holds 6,210 shares of DON stock, worth $304,352. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,210

Previous 6,071 2.29%

Holding current value

$304,352

Previous $309,000 0.65%

% of portfolio

0.03%

Previous 0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$48.02 - $53.02 $6,674 - $7,369	139 Added 2.29%	6,210 $307,000
Q4 2024 Feb 03, 2025	BUY	$50.53 - $55.55 $1,313 - $1,444	26 Added 0.43%	6,071 $309,000
Q3 2024 Oct 24, 2024	BUY	$46.17 - $51.13 $3,278 - $3,630	71 Added 1.19%	6,045 $309,000
Q2 2024 Jul 19, 2024	BUY	$45.6 - $48.78 $1,185 - $1,268	26 Added 0.44%	5,974 $279,000
Q1 2024 Apr 25, 2024	SELL	$44.21 - $48.77 $442 - $487	-10 Reduced 0.17%	5,948 $290,000
Q4 2023 Mar 13, 2024	BUY	$38.7 - $46.0 $38 - $46	1 Added 0.02%	5,958 $272,000
Q4 2023 Feb 05, 2024	BUY	$38.7 - $46.0 $38 - $46	1 Added 0.02%	5,958 $272,000
Q3 2023 Mar 13, 2024	BUY	$40.51 - $44.22 $1,134 - $1,238	28 Added 0.47%	5,957 $243,000
Q3 2023 Nov 03, 2023	BUY	$40.51 - $44.22 $1,134 - $1,238	28 Added 0.47%	5,957 $243,000
Q2 2023 Mar 13, 2024	SELL	$38.91 - $42.05 $1,128 - $1,219	-29 Reduced 0.49%	5,929 $249,000
Q2 2023 Aug 02, 2023	BUY	$38.91 - $42.05 $1,322 - $1,429	34 Added 0.58%	5,929 $249,000
Q1 2023 May 11, 2023	BUY	$39.05 - $45.4 $29,599 - $34,413	758 Added 14.76%	5,895 $241,000
Q4 2022 Jan 27, 2023	BUY	$38.62 - $43.71 $198,390 - $224,538	5,137 New	5,137 $211,000
Q1 2021 May 17, 2021	SELL	$34.36 - $41.24 $218,082 - $261,750	-6,347 Closed	0 $0
Q4 2020 Jan 22, 2021	SELL	$29.07 - $35.03 $486,050 - $585,701	-16,720 Reduced 72.48%	6,347 $231,000
Q3 2020 Oct 20, 2020	SELL	$27.33 - $30.91 $8,089 - $9,149	-296 Reduced 1.27%	23,067 $667,000
Q2 2020 Jul 31, 2020	SELL	$22.29 - $32.04 $1,939 - $2,787	-87 Reduced 0.37%	23,363 $662,000
Q1 2020 May 11, 2020	SELL	$20.48 - $38.6 $227,901 - $429,540	-11,128 Reduced 32.18%	23,450 $567,000
Q4 2019 Jan 21, 2020	SELL	$34.97 - $38.17 $53,329 - $58,209	-1,525 Reduced 4.22%	34,578 $1.33 Million
Q3 2019 Oct 31, 2019	BUY	$33.78 - $36.78 $2,026 - $2,206	60 Added 0.17%	36,103 $1.31 Million
Q2 2019 Jul 24, 2019	BUY	$33.9 - $36.88 $90,953 - $98,949	2,683 Added 8.04%	36,043 $1.31 Million
Q1 2019 Apr 26, 2019	BUY	$31.29 - $36.15 $106,917 - $123,524	3,417 Added 11.41%	33,360 $1.19 Million
Q4 2018 Feb 14, 2019	BUY	$29.98 - $36.73 $897,691 - $1.1 Million	29,943 New	29,943 $947,000

Others Institutions Holding DON

# of Institutions

492

Shares Held

44.7M

Call Options Held

500

Put Options Held

237

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Moneco Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History