Southland Equity Partners LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Southland Equity Partners LLC

$411 Billion
Q3 2024

A detailed history of Southland Equity Partners LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Southland Equity Partners LLC holds 29,595 shares of DON stock, worth $1.51 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

29,595

Previous 29,699 0.35%

Holding current value

$1.51 Million

Previous $1.39 Billion 8.94%

% of portfolio

0.37%

Previous 0.4%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$46.17 - $51.13 $4,801 - $5,317	-104 Reduced 0.35%	29,595 $1.51 Billion
Q2 2024 Jul 12, 2024	SELL	$45.6 - $48.78 $3,192 - $3,414	-70 Reduced 0.24%	29,699 $1.39 Billion
Q1 2024 Apr 12, 2024	SELL	$44.21 - $48.77 $4,465 - $4,925	-101 Reduced 0.34%	29,769 $1.45 Billion
Q4 2023 Jan 09, 2024	SELL	$38.7 - $46.0 $19,814 - $23,552	-512 Reduced 1.69%	29,870 $1.36 Billion
Q3 2023 Jan 02, 2024	SELL	$40.51 - $44.22 $9,276 - $10,126	-229 Reduced 0.75%	30,382 $1.24 Billion
Q2 2023 Jan 02, 2024	SELL	$38.91 - $42.05 $18,326 - $19,805	-471 Reduced 1.52%	30,611 $1.29 Billion
Q1 2023 Jan 02, 2024	SELL	$39.05 - $45.4 $49,984 - $58,112	-1,280 Reduced 3.96%	31,082 $1.27 Billion
Q4 2022 Jan 02, 2024	BUY	$38.62 - $43.71 $28,501 - $32,257	738 Added 2.33%	32,362 $1.33 Billion
Q3 2022 Jan 02, 2024	SELL	$37.67 - $44.3 $18,119 - $21,308	-481 Reduced 1.5%	31,624 $1.19 Billion
Q2 2022 Jan 02, 2024	SELL	$38.16 - $45.36 $12,211 - $14,515	-320 Reduced 0.99%	32,105 $1.25 Billion
Q1 2022 Jan 02, 2024	SELL	$42.12 - $45.3 $7,750 - $8,335	-184 Reduced 0.56%	32,425 $1.44 Billion
Q4 2021 Jan 02, 2024	SELL	$41.76 - $45.13 $6,431 - $6,950	-154 Reduced 0.47%	32,609 $1.45 Billion
Q3 2021 Jan 02, 2024	SELL	$40.05 - $43.23 $13,376 - $14,438	-334 Reduced 1.01%	32,763 $1.36 Billion
Q2 2021 Jan 02, 2024	SELL	$40.83 - $43.68 $104,443 - $111,733	-2,558 Reduced 7.17%	33,097 $1.39 Billion
Q1 2021 Jan 02, 2024	SELL	$34.36 - $41.24 $7,387 - $8,866	-215 Reduced 0.6%	35,655 $1.44 Billion
Q4 2020 Jan 02, 2024	BUY	$29.07 - $35.03 $1.04 Million - $1.26 Million	35,870 New	35,870 $1.25 Billion

Others Institutions Holding DON

# of Institutions

449

Shares Held

41M

Call Options Held

500

Put Options Held

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About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Southland Equity Partners LLC Wisdomtree Tr U.S. Midcap Divi Transaction History