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

Resurgent Financial Advisors LLC

$170 Million
Q3 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 28,633 shares of DON stock, worth $1.51 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

28,633

Previous 28,004 2.25%

Holding current value

$1.51 Million

Previous $1.31 Million 11.84%

% of portfolio

0.86%

Previous 0.8%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$46.17 - $51.13 $29,040 - $32,160	629 Added 2.25%	28,633 $1.46 Million
Q2 2024 Aug 14, 2024	SELL	$45.6 - $48.78 $1.1 Million - $1.18 Million	-24,182 Reduced 46.34%	28,004 $1.31 Million
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

455

Shares Held

41.4M

Call Options Held

500

Put Options Held

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About WISDOMTREE TR U.S. MIDCAP DIVI

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