Powers Advisory Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Powers Advisory Group, LLC

$199 Million
Q4 2024

A detailed history of Powers Advisory Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Powers Advisory Group, LLC holds 47,536 shares of DON stock, worth $2.48 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

47,536

Previous 47,303 0.49%

Holding current value

$2.48 Million

Previous $2.42 Million 0.17%

% of portfolio

1.22%

Previous 1.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$50.53 - $55.55 $11,773 - $12,943	233 Added 0.49%	47,536 $2.42 Million
Q3 2024 Oct 18, 2024	SELL	$46.17 - $51.13 $23,362 - $25,871	-506 Reduced 1.06%	47,303 $2.42 Million
Q2 2024 Jul 24, 2024	SELL	$45.6 - $48.78 $38,851 - $41,560	-852 Reduced 1.75%	47,809 $2.24 Million
Q1 2024 Apr 19, 2024	BUY	$44.21 - $48.77 $24,050 - $26,530	544 Added 1.13%	48,661 $2.37 Million
Q4 2023 Jan 17, 2024	BUY	$38.7 - $46.0 $65,867 - $78,292	1,702 Added 3.67%	48,117 $2.2 Million
Q3 2023 Oct 18, 2023	SELL	$40.51 - $44.22 $64,329 - $70,221	-1,588 Reduced 3.31%	46,415 $1.9 Million
Q2 2023 Jul 20, 2023	BUY	$38.91 - $42.05 $86,263 - $93,224	2,217 Added 4.84%	48,003 $2.02 Million
Q1 2023 Apr 13, 2023	BUY	$39.05 - $45.4 $130,426 - $151,636	3,340 Added 7.87%	45,786 $1.88 Million
Q4 2022 Jan 20, 2023	BUY	$38.62 - $43.71 $48,970 - $55,424	1,268 Added 3.08%	42,446 $0
Q3 2022 Oct 14, 2022	BUY	$37.67 - $44.3 $32,622 - $38,363	866 Added 2.15%	41,178 $1.55 Million
Q2 2022 Jul 19, 2022	BUY	$38.16 - $45.36 $105,703 - $125,647	2,770 Added 7.38%	40,312 $1.57 Million
Q1 2022 May 11, 2022	SELL	$42.12 - $45.3 $105,721 - $113,703	-2,510 Reduced 6.27%	37,542 $1.67 Million
Q4 2021 May 06, 2022	BUY	$41.76 - $45.13 $1.67 Million - $1.81 Million	40,052 New	40,052 $1.78 Million

Others Institutions Holding DON

# of Institutions

464

Shares Held

41.8M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Powers Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Powers Advisory Group, LLC with notifications on news.

Account

Powers Advisory Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History