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

My Legacy Advisors, LLC

$249 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	SELL	$45.6 - $48.78 $318,379 - $340,581	-6,982 Reduced 32.71%	14,361 $671,000
Q1 2024 Jul 25, 2024	BUY	$44.21 - $48.77 $196,115 - $216,343	4,436 Added 30.89%	18,797 $916,000
Q4 2023 Jan 12, 2024	SELL	$38.7 - $46.0 $28,173 - $33,488	-728 Reduced 3.3%	21,343 $975,000
Q3 2023 Oct 20, 2023	BUY	$40.51 - $44.22 $145,471 - $158,794	3,591 Added 19.43%	22,071 $904,000
Q2 2023 Jul 14, 2023	BUY	$38.91 - $42.05 $7,353 - $7,947	189 Added 1.03%	18,480 $777,000
Q1 2023 Apr 11, 2023	BUY	$39.05 - $45.4 $40,612 - $47,216	1,040 Added 6.03%	18,291 $749,000
Q4 2022 Feb 07, 2023	SELL	$38.62 - $43.71 $56,925 - $64,428	-1,474 Reduced 7.87%	17,251 $709,000
Q3 2022 Oct 17, 2022	BUY	$37.67 - $44.3 $126,721 - $149,025	3,364 Added 21.9%	18,725 $725,000
Q2 2022 Jul 12, 2022	BUY	$38.16 - $45.36 $350,270 - $416,359	9,179 Added 148.48%	15,361 $604,000
Q1 2022 Apr 07, 2022	BUY	$42.12 - $45.3 $260,385 - $280,044	6,182 New	6,182 $275,000

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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