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

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 4,713 shares of DON stock, worth $245,735. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,713
Previous 4,713 -0.0%
Holding current value
$245,735
Previous $220,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$45.6 - $48.78 $45 - $48
1 Added 0.02%
4,713 $220,000
Q4 2023

Jan 25, 2024
SELL
$38.7 - $46.0 $39,706 - $47,196
-1,026 Reduced 17.88%
4,712 $215,000
Q3 2023

Nov 08, 2023
BUY
$40.51 - $44.22 $81 - $88
2 Added 0.03%
5,738 $235,000
Q2 2023

Aug 08, 2023
BUY
$38.91 - $42.05 $116 - $126
3 Added 0.05%
5,736 $241,000
Q1 2023

Apr 24, 2023
BUY
$39.05 - $45.4 $39 - $45
1 Added 0.02%
5,733 $234,000
Q4 2022

Jan 17, 2023
BUY
$38.62 - $43.71 $154 - $174
4 Added 0.07%
5,732 $0
Q3 2022

Oct 26, 2022
BUY
$37.67 - $44.3 $215,773 - $253,750
5,728 New
5,728 $216,000

Others Institutions Holding DON

# of Institutions
468
Shares Held
43.1M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email