Personal Cfo Solutions, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 11,464 shares of DON stock, worth $600,598. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,464

Previous 13,464 14.85%

Holding current value

$600,598

Previous $629,000 6.84%

% of portfolio

0.08%

Previous 0.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$46.17 - $51.13 $92,340 - $102,260	-2,000 Reduced 14.85%	11,464 $586,000
Q1 2024 May 13, 2024	BUY	$44.21 - $48.77 $164,638 - $181,619	3,724 Added 38.23%	13,464 $656,000
Q3 2023 Nov 13, 2023	SELL	$40.51 - $44.22 $12,720 - $13,885	-314 Reduced 3.12%	9,740 $398,000
Q2 2023 Aug 10, 2023	BUY	$38.91 - $42.05 $19,455 - $21,025	500 Added 5.23%	10,054 $422,000
Q1 2023 May 09, 2023	BUY	$39.05 - $45.4 $45,180 - $52,527	1,157 Added 13.78%	9,554 $391,000
Q4 2022 Feb 14, 2023	BUY	$38.62 - $43.71 $55,187 - $62,461	1,429 Added 20.51%	8,397 $345,000
Q3 2022 Nov 01, 2022	SELL	$37.67 - $44.3 $1,054 - $1,240	-28 Reduced 0.4%	6,968 $262,000
Q2 2022 Aug 05, 2022	BUY	$38.16 - $45.36 $21,522 - $25,583	564 Added 8.77%	6,996 $273,000
Q1 2022 May 02, 2022	SELL	$42.12 - $45.3 $800 - $860	-19 Reduced 0.29%	6,432 $286,000
Q4 2021 Feb 11, 2022	BUY	$41.76 - $45.13 $3,173 - $3,429	76 Added 1.19%	6,451 $286,000
Q2 2021 Jul 22, 2021	SELL	$40.83 - $43.68 $21,599 - $23,106	-529 Reduced 7.66%	6,375 $267,000
Q4 2020 Feb 09, 2021	SELL	$29.07 - $35.03 $58,634 - $70,655	-2,017 Reduced 22.61%	6,904 $0
Q3 2020 Nov 02, 2020	SELL	$27.33 - $30.91 $920,529 - $1.04 Million	-33,682 Reduced 79.06%	8,921 $0
Q2 2020 Aug 03, 2020	BUY	$22.29 - $32.04 $85,549 - $122,969	3,838 Added 9.9%	42,603 $1.21 Million
Q1 2020 Apr 30, 2020	SELL	$20.48 - $38.6 $147,312 - $277,649	-7,193 Reduced 15.65%	38,765 $937,000
Q4 2019 Feb 13, 2020	BUY	$34.97 - $38.17 $688,874 - $751,910	19,699 Added 75.02%	45,958 $1.76 Million
Q3 2019 Nov 13, 2019	BUY	$33.78 - $36.78 $887,029 - $965,806	26,259 New	26,259 $953,000

Others Institutions Holding DON

# of Institutions

458

Shares Held

41.9M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Personal Cfo Solutions, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History