Spire Wealth Management Wisdomtree Tr U.S. Midcap Divi Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

A detailed history of Spire Wealth Management transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Spire Wealth Management holds 3,911 shares of DON stock, worth $181,978. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,911

Previous 3,794 3.08%

Holding current value

$181,978

Previous $173,000 9.83%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$44.21 - $48.77 $5,172 - $5,706	117 Added 3.08%	3,911 $190,000
Q4 2023 Feb 06, 2024	BUY	$38.7 - $46.0 $88,003 - $104,604	2,274 Added 149.61%	3,794 $173,000
Q2 2023 Aug 09, 2023	SELL	$38.91 - $42.05 $24,435 - $26,407	-628 Reduced 29.24%	1,520 $63,000
Q1 2023 May 09, 2023	BUY	$39.05 - $45.4 $8,200 - $9,534	210 Added 10.84%	2,148 $88,000
Q3 2022 Nov 07, 2022	SELL	$37.67 - $44.3 $7,910 - $9,303	-210 Reduced 9.78%	1,938 $73,000

Q2 2022 Jul 22, 2022	SELL	$38.16 - $45.36 $78,953 - $93,849	-2,069 Reduced 49.06%	2,148 $84,000
Q1 2022 Apr 18, 2022	SELL	$42.12 - $45.3 $726,612 - $781,470	-17,251 Reduced 80.36%	4,217 $187,000
Q4 2021 Jan 14, 2022	BUY	$41.76 - $45.13 $534,068 - $577,167	12,789 Added 147.36%	21,468 $952,000
Q3 2021 Oct 22, 2021	SELL	$40.05 - $43.23 $37,807 - $40,809	-944 Reduced 9.81%	8,679 $360,000
Q2 2021 Jul 26, 2021	SELL	$40.83 - $43.68 $704,358 - $753,523	-17,251 Reduced 64.19%	9,623 $404,000
Q1 2021 May 21, 2021	BUY	$34.36 - $41.24 $923,390 - $1.11 Million	26,874 New	26,874 $1.09 Million

Others Institutions Holding DON

# of Institutions

442

Shares Held

39.3M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

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Spire Wealth Management Wisdomtree Tr U.S. Midcap Divi Transaction History