New Insight Wealth Advisors Wisdomtree Tr U.S. Midcap Divi Transaction History

New Insight Wealth Advisors

$243 Billion
Q2 2025

A detailed history of New Insight Wealth Advisors transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, New Insight Wealth Advisors holds 12,140 shares of DON stock, worth $629,823. This represents 0.25% of its overall portfolio holdings.

Number of Shares

12,140

Previous 12,710 4.48%

Holding current value

$629,823

Previous $629 Million 3.33%

% of portfolio

0.25%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$43.28 - $50.37 $24,669 - $28,710	-570 Reduced 4.48%	12,140 $608 Million
Q1 2025 Apr 30, 2025	BUY	$48.02 - $53.02 $44,418 - $49,043	925 Added 7.85%	12,710 $629 Million
Q4 2024 Feb 07, 2025	BUY	$50.53 - $55.55 $181,402 - $199,424	3,590 Added 43.81%	11,785 $601 Million
Q3 2024 Nov 13, 2024	SELL	$46.17 - $51.13 $5,771 - $6,391	-125 Reduced 1.5%	8,195 $419 Million
Q2 2024 Aug 15, 2024	SELL	$45.6 - $48.78 $5,244 - $5,609	-115 Reduced 1.36%	8,320 $389 Million
Q1 2024 May 08, 2024	BUY	$44.21 - $48.77 $29,620 - $32,675	670 Added 8.63%	8,435 $411 Million
Q4 2023 May 08, 2024	BUY	$38.7 - $46.0 $300,505 - $357,190	7,765 New	7,765 $355 Million

Others Institutions Holding DON

# of Institutions

495

Shares Held

45.3M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

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New Insight Wealth Advisors Wisdomtree Tr U.S. Midcap Divi Transaction History