Resources Investment Advisors, Llc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Resources Investment Advisors, Llc.

$8.28 Billion
Q4 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 8,244 shares of DON stock, worth $426,709. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,244

Previous 8,313 0.83%

Holding current value

$426,709

Previous $425,000 1.18%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$50.53 - $55.55 $3,486 - $3,832	-69 Reduced 0.83%	8,244 $420,000
Q3 2024 Nov 06, 2024	BUY	$46.17 - $51.13 $21,145 - $23,417	458 Added 5.83%	8,313 $425,000
Q2 2024 Aug 02, 2024	SELL	$45.6 - $48.78 $9,895 - $10,585	-217 Reduced 2.69%	7,855 $367,000
Q1 2024 May 10, 2024	SELL	$44.21 - $48.77 $3,138 - $3,462	-71 Reduced 0.87%	8,072 $393,000
Q4 2023 Feb 13, 2024	BUY	$38.7 - $46.0 $15,015 - $17,848	388 Added 5.0%	8,143 $372,000
Q3 2023 Nov 14, 2023	BUY	$40.51 - $44.22 $162 - $176	4 Added 0.05%	7,755 $317,000
Q2 2023 Aug 07, 2023	SELL	$38.91 - $42.05 $8,054 - $8,704	-207 Reduced 2.6%	7,751 $325,000
Q1 2023 May 10, 2023	SELL	$39.05 - $45.4 $6,482 - $7,536	-166 Reduced 2.04%	7,958 $326,000
Q4 2022 Feb 02, 2023	SELL	$38.62 - $43.71 $339,701 - $384,473	-8,796 Reduced 51.99%	8,124 $334,000
Q3 2022 Nov 08, 2022	SELL	$37.67 - $44.3 $122,502 - $144,063	-3,252 Reduced 16.12%	16,920 $637,000
Q2 2022 Aug 08, 2022	BUY	$38.16 - $45.36 $186,640 - $221,855	4,891 Added 32.01%	20,172 $786,000
Q1 2022 May 05, 2022	BUY	$42.12 - $45.3 $157,823 - $169,739	3,747 Added 32.49%	15,281 $679,000
Q4 2021 Feb 23, 2022	BUY	$41.76 - $45.13 $2,547 - $2,752	61 Added 0.53%	11,534 $512,000
Q3 2021 Nov 05, 2021	BUY	$40.05 - $43.23 $61,676 - $66,574	1,540 Added 15.5%	11,473 $0
Q2 2021 Aug 09, 2021	BUY	$40.83 - $43.68 $18,210 - $19,481	446 Added 4.7%	9,933 $0
Q1 2021 May 10, 2021	SELL	$34.36 - $41.24 $25,873 - $31,053	-753 Reduced 7.35%	9,487 $0
Q4 2020 Feb 08, 2021	SELL	$29.07 - $35.03 $36,540 - $44,032	-1,257 Reduced 10.93%	10,240 $0
Q3 2020 Oct 09, 2020	SELL	$27.33 - $30.91 $29,161 - $32,980	-1,067 Reduced 8.49%	11,497 $0
Q2 2020 Aug 14, 2020	BUY	$22.29 - $32.04 $280,051 - $402,550	12,564 New	12,564 $0

Others Institutions Holding DON

# of Institutions

478

Shares Held

43.6M

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 Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.

Account

Resources Investment Advisors, Llc. Wisdomtree Tr U.S. Midcap Divi Transaction History