Soa Wealth Advisors, Llc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 741 shares of DON stock, worth $40,784. This represents 0.01% of its overall portfolio holdings.

Number of Shares

741

Previous 741 -0.0%

Holding current value

$40,784

Previous $37,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$46.17 - $51.13 $184 - $204	4 Added 0.54%	741 $37,000
Q2 2024 Jul 17, 2024	SELL	$45.6 - $48.78 $13,315 - $14,243	-292 Reduced 28.38%	737 $34,000
Q1 2024 Apr 10, 2024	BUY	$44.21 - $48.77 $221 - $243	5 Added 0.49%	1,029 $50,000
Q4 2023 Jan 10, 2024	BUY	$38.7 - $46.0 $270 - $322	7 Added 0.69%	1,024 $46,000
Q3 2023 Oct 10, 2023	BUY	$40.51 - $44.22 $283 - $309	7 Added 0.69%	1,017 $41,000
Q2 2023 Jul 07, 2023	BUY	$38.91 - $42.05 $272 - $294	7 Added 0.7%	1,010 $42,000
Q1 2023 Apr 28, 2023	BUY	$39.05 - $45.4 $195 - $227	5 Added 0.5%	1,003 $41,000
Q4 2022 Jan 10, 2023	BUY	$38.62 - $43.71 $386 - $437	10 Added 1.01%	998 $0
Q3 2022 Oct 07, 2022	BUY	$37.67 - $44.3 $301 - $354	8 Added 0.82%	988 $37,000
Q2 2022 Jul 13, 2022	BUY	$38.16 - $45.36 $267 - $317	7 Added 0.72%	980 $38,000
Q1 2022 Apr 07, 2022	BUY	$42.12 - $45.3 $252 - $271	6 Added 0.62%	973 $43,000
Q4 2021 Jan 13, 2022	BUY	$41.76 - $45.13 $167 - $180	4 Added 0.42%	967 $42,000
Q3 2021 Oct 12, 2021	BUY	$40.05 - $43.23 $200 - $216	5 Added 0.52%	963 $39,000
Q2 2021 Jul 14, 2021	BUY	$40.83 - $43.68 $163 - $174	4 Added 0.42%	958 $40,000
Q1 2021 Apr 26, 2021	BUY	$34.36 - $41.24 $34 - $41	1 Added 0.1%	954 $38,000
Q4 2020 Mar 10, 2021	BUY	$29.07 - $35.03 $27,703 - $33,383	953 New	953 $36,000

Others Institutions Holding DON

# of Institutions

448

Shares Held

40.9M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Soa Wealth Advisors, Llc. Wisdomtree Tr U.S. Midcap Divi Transaction History