Sowell Financial Services LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$39.05 - $45.4 $282,409 - $328,332	7,232 New	7,232 $296,000
Q2 2021 Aug 05, 2021	SELL	$40.83 - $43.68 $178,957 - $191,449	-4,383 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$34.36 - $41.24 $1,924 - $2,309	-56 Reduced 1.26%	4,383 $189,000
Q4 2020 Jan 13, 2021	SELL	$29.07 - $35.03 $6,569 - $7,916	-226 Reduced 4.84%	4,439 $155,000
Q3 2020 Nov 12, 2020	SELL	$27.33 - $30.91 $60,672 - $68,620	-2,220 Reduced 32.24%	4,665 $135,000
Q2 2020 Aug 13, 2020	SELL	$22.29 - $32.04 $108,507 - $155,970	-4,868 Reduced 41.42%	6,885 $195,000
Q1 2020 May 12, 2020	SELL	$20.48 - $38.6 $69,959 - $131,857	-3,416 Reduced 22.52%	11,753 $284,000
Q4 2019 Feb 07, 2020	SELL	$34.97 - $38.17 $39,655 - $43,284	-1,134 Reduced 6.96%	15,169 $0
Q3 2019 Nov 14, 2019	SELL	$33.78 - $36.78 $509,469 - $554,715	-15,082 Reduced 48.05%	16,303 $592,000
Q1 2019 May 15, 2019	SELL	$31.29 - $36.15 $12,109 - $13,990	-387 Reduced 1.22%	31,385 $0
Q4 2018 Mar 05, 2019	BUY	$29.98 - $36.73 $952,524 - $1.17 Million	31,772 New	31,772 $1.01 Million

Others Institutions Holding DON

# of Institutions

449

Shares Held

41M

Call Options Held

500

Put Options Held

0

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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