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

Spire Wealth Management

  • $2.95 Billion
  • Q3 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 3,531 shares of DON stock, worth $194,346. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,531
Previous 3,522 0.26%
Holding current value
$194,346
Previous $164,000 9.76%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$46.17 - $51.13 $415 - $460
9 Added 0.26%
3,531 $180,000
Q2 2024

Jul 31, 2024
SELL
$45.6 - $48.78 $17,738 - $18,975
-389 Reduced 9.95%
3,522 $164,000
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
448
Shares Held
40.9M
Call Options Held
500
Put Options Held
0
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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