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

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025

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 749 shares of DON stock, worth $36,708. This represents 0.0% of its overall portfolio holdings.

Number of Shares
749
Previous 745 0.54%
Holding current value
$36,708
Previous $37,000 2.7%
% of portfolio
0.0%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$48.02 - $53.02 $192 - $212
4 Added 0.54%
749 $36,000
Q4 2024

Jan 28, 2025
BUY
$50.53 - $55.55 $202 - $222
4 Added 0.54%
745 $37,000
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
492
Shares Held
44.7M
Call Options Held
500
Put Options Held
237
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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