Srs Capital Advisors, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Srs Capital Advisors, Inc.

  • $1.5 Billion
  • Q4 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 186 shares of DON stock, worth $9,698. This represents 0.0% of its overall portfolio holdings.

Number of Shares
186
Previous 185 0.54%
Holding current value
$9,698
Previous $9,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$50.53 - $55.55 $50 - $55
1 Added 0.54%
186 $9,000
Q3 2024

Nov 06, 2024
BUY
$46.17 - $51.13 $46 - $51
1 Added 0.54%
185 $9,000
Q2 2024

Aug 06, 2024
BUY
$45.6 - $48.78 $45 - $48
1 Added 0.55%
184 $8,000
Q1 2024

May 14, 2024
BUY
$44.21 - $48.77 $44 - $48
1 Added 0.55%
183 $8,000
Q4 2023

Feb 06, 2024
BUY
$38.7 - $46.0 $77 - $92
2 Added 1.11%
182 $8,000
Q3 2023

Nov 14, 2023
BUY
$40.51 - $44.22 $6,765 - $7,384
167 Added 1284.62%
180 $7,000
Q2 2023

Aug 14, 2023
SELL
$38.91 - $42.05 $1.25 Million - $1.35 Million
-32,034 Reduced 99.96%
13 $0
Q1 2023

May 16, 2023
SELL
$39.05 - $45.4 $164,244 - $190,952
-4,206 Reduced 11.6%
32,047 $1.31 Million
Q4 2022

Feb 24, 2023
SELL
$38.62 - $43.71 $120,996 - $136,943
-3,133 Reduced 7.95%
36,253 $1.49 Million
Q3 2022

Nov 03, 2022
SELL
$37.67 - $44.3 $3,390 - $3,986
-90 Reduced 0.23%
39,386 $1.48 Million
Q2 2022

Aug 22, 2022
BUY
$38.16 - $45.36 $1.51 Million - $1.79 Million
39,476 New
39,476 $1.54 Million
Q3 2021

Nov 05, 2021
SELL
$40.05 - $43.23 $3.25 Million - $3.5 Million
-81,055 Closed
0 $0
Q2 2021

Aug 02, 2021
BUY
$40.83 - $43.68 $3.31 Million - $3.54 Million
81,055 New
81,055 $3.4 Million

Others Institutions Holding DON

# of Institutions
464
Shares Held
41.8M
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
Track This Portfolio

Track Srs Capital Advisors, Inc. Portfolio

Follow Srs Capital Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email