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

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024

A detailed history of Source Financial Advisors LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Source Financial Advisors LLC holds 6,990 shares of DON stock, worth $323,217. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,990
Previous 6,990 -0.0%
Holding current value
$323,217
Previous $326,000 9.51%
% of portfolio
0.11%
Previous 0.1%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 31, 2023
BUY
$38.62 - $43.71 $269,953 - $305,532
6,990 New
6,990 $287,000

Others Institutions Holding DON

# of Institutions
487
Shares Held
43.9M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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