Plante Moran Financial Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Plante Moran Financial Advisors, LLC

$997 Million
Q2 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 08, 2023	BUY	$39.05 - $45.4 $117 - $136	3 Added 0.45%	663 $27,000
Q4 2022 Feb 09, 2023	BUY	$38.62 - $43.71 $231 - $262	6 Added 0.92%	660 $27,000
Q3 2022 Nov 02, 2022	BUY	$37.67 - $44.3 $188 - $221	5 Added 0.77%	654 $25,000
Q2 2022 Aug 02, 2022	BUY	$38.16 - $45.36 $190 - $226	5 Added 0.78%	649 $25,000
Q1 2022 May 06, 2022	BUY	$42.12 - $45.3 $84 - $90	2 Added 0.31%	644 $29,000
Q4 2021 Feb 09, 2022	BUY	$41.76 - $45.13 $208 - $225	5 Added 0.78%	642 $28,000
Q3 2021 Nov 08, 2021	BUY	$40.05 - $43.23 $160 - $172	4 Added 0.63%	637 $26,000
Q2 2021 Aug 10, 2021	BUY	$40.83 - $43.68 $122 - $131	3 Added 0.48%	633 $27,000
Q1 2021 May 13, 2021	BUY	$34.36 - $41.24 $68 - $82	2 Added 0.32%	630 $25,000
Q4 2020 Feb 09, 2021	BUY	$29.07 - $35.03 $174 - $210	6 Added 0.96%	628 $22,000
Q3 2020 Nov 12, 2020	BUY	$27.33 - $30.91 $109 - $123	4 Added 0.65%	622 $18,000
Q2 2020 Aug 10, 2020	BUY	$22.29 - $32.04 $111 - $160	5 Added 0.82%	618 $18,000
Q1 2020 May 07, 2020	BUY	$20.48 - $38.6 $102 - $193	5 Added 0.82%	613 $15,000
Q4 2019 Feb 14, 2020	BUY	$34.97 - $38.17 $2,063 - $2,252	59 Added 10.75%	608 $23,000
Q3 2019 Nov 13, 2019	BUY	$33.78 - $36.78 $2,533 - $2,758	75 Added 15.82%	549 $0
Q2 2019 Aug 13, 2019	BUY	$33.9 - $36.88 $101 - $110	3 Added 0.64%	474 $17,000
Q1 2019 May 13, 2019	BUY	$31.29 - $36.15 $14,737 - $17,026	471 New	471 $17,000
Q3 2018 Nov 09, 2018	SELL	$36.7 - $37.37 $17,212 - $17,526	-469 Closed	0 $0
Q2 2018 Jul 26, 2018	BUY	N/A	56 Added 13.56%	469 $17,000
Q1 2018 May 01, 2018	BUY	N/A	1 Added 0.24%	413 $14,000
Q4 2017 Feb 01, 2018	BUY	N/A	284 Added 221.88%	412 $15,000
Q3 2017 Nov 08, 2017	BUY	N/A	128	128 $13,000

Others Institutions Holding DON

# of Institutions

437

Shares Held

41.3M

Call Options Held

500

Put Options Held

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About WISDOMTREE TR U.S. MIDCAP DIVI

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