Resurgent Financial Advisors LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Resurgent Financial Advisors LLC

$194 Million
Q1 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 52,186 shares of DON stock, worth $2.42 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

52,186

Previous 23,147 125.45%

Holding current value

$2.42 Million

Previous $1.06 Million 140.78%

% of portfolio

1.31%

Previous 0.63%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$44.21 - $48.77 $1.28 Million - $1.42 Million	29,039 Added 125.45%	52,186 $2.55 Million
Q4 2023 Feb 09, 2024	SELL	$38.7 - $46.0 $18,111 - $21,528	-468 Reduced 1.98%	23,147 $1.06 Million
Q3 2023 Nov 13, 2023	BUY	$40.51 - $44.22 $48,774 - $53,240	1,204 Added 5.37%	23,615 $967,000
Q2 2023 Aug 14, 2023	SELL	$38.91 - $42.05 $9,455 - $10,218	-243 Reduced 1.07%	22,411 $942,000
Q1 2023 May 15, 2023	BUY	$39.05 - $45.4 $10,192 - $11,849	261 Added 1.17%	22,654 $928,000

Q4 2022 Feb 14, 2023	BUY	$38.62 - $43.71 $132,930 - $150,449	3,442 Added 18.16%	22,393 $921,000
Q3 2022 Nov 14, 2022	BUY	$37.67 - $44.3 $33,187 - $39,028	881 Added 4.88%	18,951 $714,000
Q2 2022 Aug 15, 2022	BUY	$38.16 - $45.36 $24,651 - $29,302	646 Added 3.71%	18,070 $704,000
Q1 2022 May 16, 2022	BUY	$42.12 - $45.3 $75,984 - $81,721	1,804 Added 11.55%	17,424 $774,000
Q4 2021 May 16, 2022	BUY	$41.76 - $45.13 $652,291 - $704,930	15,620 New	15,620 $693,000

Others Institutions Holding DON

# of Institutions

443

Shares Held

39.3M

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 Resurgent Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resurgent Financial Advisors LLC with notifications on news.

Account

Resurgent Financial Advisors LLC Wisdomtree Tr U.S. Midcap Divi Transaction History