Rooted Wealth Advisors, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Rooted Wealth Advisors, Inc.

$256 Million
Q4 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 5,345 shares of DON stock, worth $278,688. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,345

Previous 6,484 17.57%

Holding current value

$278,688

Previous $329,000 17.63%

% of portfolio

0.11%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$50.53 - $55.55 $57,553 - $63,271	-1,139 Reduced 17.57%	5,345 $271,000
Q3 2024 Nov 12, 2024	SELL	$46.17 - $51.13 $1.84 Million - $2.04 Million	-39,850 Reduced 86.01%	6,484 $329,000
Q2 2024 Jul 25, 2024	BUY	$45.6 - $48.78 $102,280 - $109,413	2,243 Added 5.09%	46,334 $2.27 Million
Q1 2024 Apr 17, 2024	SELL	$44.21 - $48.77 $341,124 - $376,309	-7,716 Reduced 14.89%	44,091 $2.11 Million
Q4 2023 Feb 07, 2024	BUY	$38.7 - $46.0 $63,584 - $75,578	1,643 Added 3.28%	51,807 $2.3 Million
Q3 2023 Nov 21, 2023	SELL	$40.51 - $44.22 $960,978 - $1.05 Million	-23,722 Reduced 32.11%	50,164 $2.1 Million
Q2 2023 Aug 03, 2023	BUY	$38.91 - $42.05 $2.87 Million - $3.11 Million	73,886 New	73,886 $3.1 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 Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Account

Rooted Wealth Advisors, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History