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

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, New Edge Advisors, LLC holds 10,783 shares of DON stock, worth $548,315. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,783
Previous 10,224 5.47%
Holding current value
$548,315
Previous $512,000 9.96%
% of portfolio
0.0%
Previous 0.0%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$50.02 - $53.28 $27,961 - $29,783
559 Added 5.47%
10,783 $563,000
Q2 2025

Aug 14, 2025
BUY
$43.28 - $50.37 $179,135 - $208,481
4,139 Added 68.02%
10,224 $512,000
Q1 2025

May 15, 2025
BUY
$48.02 - $53.02 $576 - $636
12 Added 0.2%
6,085 $301,000
Q4 2024

Feb 13, 2025
SELL
$50.53 - $55.55 $255,530 - $280,916
-5,057 Reduced 45.44%
6,073 $309,000
Q3 2024

Nov 14, 2024
SELL
$46.17 - $51.13 $102,128 - $113,099
-2,212 Reduced 16.58%
11,130 $569,000
Q2 2024

Aug 15, 2024
SELL
$45.6 - $48.78 $31,372 - $33,560
-688 Reduced 4.9%
13,342 $624,000
Q1 2024

May 14, 2024
SELL
$44.21 - $48.77 $98,323 - $108,464
-2,224 Reduced 13.68%
14,030 $684,000
Q4 2023

Feb 13, 2024
BUY
$38.7 - $46.0 $110,256 - $131,054
2,849 Added 21.25%
16,254 $742,000
Q3 2023

Nov 14, 2023
SELL
$40.51 - $44.22 $34,190 - $37,321
-844 Reduced 5.92%
13,405 $549,000
Q2 2023

Aug 14, 2023
SELL
$38.91 - $42.05 $1.51 Million - $1.63 Million
-38,827 Reduced 73.15%
14,249 $599,000
Q1 2023

May 12, 2023
BUY
$39.05 - $45.4 $45,141 - $52,482
1,156 Added 2.23%
53,076 $2.18 Million
Q4 2022

Feb 14, 2023
BUY
$38.62 - $43.71 $224,536 - $254,129
5,814 Added 12.61%
51,920 $2.14 Million
Q3 2022

Nov 14, 2022
BUY
$37.67 - $44.3 $1.26 Million - $1.48 Million
33,371 Added 262.04%
46,106 $1.74 Million
Q2 2022

Aug 09, 2022
SELL
$38.16 - $45.36 $5,113 - $6,078
-134 Reduced 1.04%
12,735 $496,000
Q1 2022

May 13, 2022
BUY
$42.12 - $45.3 $1,937 - $2,083
46 Added 0.36%
12,869 $571,000
Q4 2021

Feb 17, 2022
BUY
$41.76 - $45.13 $321,217 - $347,139
7,692 Added 149.91%
12,823 $569,000
Q3 2021

Oct 29, 2021
SELL
$40.05 - $43.23 $90,312 - $97,483
-2,255 Reduced 30.53%
5,131 $213,000
Q2 2021

Jul 22, 2021
SELL
$40.83 - $43.68 $16,332 - $17,472
-400 Reduced 5.14%
7,386 $310,000
Q1 2021

Apr 26, 2021
SELL
$34.36 - $41.24 $61,779 - $74,149
-1,798 Reduced 18.76%
7,786 $315,000
Q4 2020

Jan 27, 2021
SELL
$29.07 - $35.03 $20,523 - $24,731
-706 Reduced 6.86%
9,584 $334,000
Q3 2020

Nov 03, 2020
SELL
$27.33 - $30.91 $55,807 - $63,118
-2,042 Reduced 16.56%
10,290 $298,000
Q2 2020

Jul 29, 2020
SELL
$22.29 - $32.04 $585,536 - $841,658
-26,269 Reduced 68.05%
12,332 $349,000
Q1 2020

May 04, 2020
SELL
$20.48 - $38.6 $225,218 - $424,484
-10,997 Reduced 22.17%
38,601 $933,000
Q4 2019

Jan 31, 2020
BUY
$34.97 - $38.17 $63,015 - $68,782
1,802 Added 3.77%
49,598 $1.89 Million
Q3 2019

Nov 06, 2019
SELL
$33.78 - $36.78 $49,859 - $54,287
-1,476 Reduced 3.0%
47,796 $1.74 Million
Q2 2019

Aug 05, 2019
BUY
$33.9 - $36.88 $135,532 - $147,446
3,998 Added 8.83%
49,272 $1.78 Million
Q1 2019

May 09, 2019
SELL
$31.29 - $36.15 $42,867 - $49,525
-1,370 Reduced 2.94%
45,274 $2,000
Q4 2018

Jan 29, 2019
SELL
$29.98 - $36.73 $22,005 - $26,959
-734 Reduced 1.55%
46,644 $1.48 Million
Q3 2018

Oct 29, 2018
BUY
$36.7 - $37.37 $74,574 - $75,935
2,032 Added 4.48%
47,378 $1.75 Million
Q2 2018

Jul 19, 2018
BUY
N/A
21,873 Added 93.18%
45,346 $1.62 Million
Q1 2018

May 11, 2018
BUY
N/A
1,823 Added 8.42%
23,473 $784,000
Q4 2017

Feb 08, 2018
BUY
N/A
21,650 New
21,650 $775,000
Q3 2017

Nov 13, 2017
SELL
N/A
-888 Closed
0 $0
Q2 2017

Aug 16, 2017
BUY
N/A
888
888 $0

Others Institutions Holding DON

# of Institutions
498
Shares Held
44.5M
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email