Strategic Family Wealth Counselors, L.L.C. Wisdomtree Tr U.S. Midcap Divi Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 13,873 shares of DON stock, worth $735,546. This represents 0.25% of its overall portfolio holdings.

Number of Shares

13,873

Previous 13,863 0.07%

Holding current value

$735,546

Previous $648,000 9.41%

% of portfolio

0.25%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$46.17 - $51.13 $461 - $511	10 Added 0.07%	13,873 $709,000
Q2 2024 Aug 14, 2024	BUY	$45.6 - $48.78 $456 - $487	10 Added 0.07%	13,863 $648,000
Q1 2024 May 14, 2024	SELL	$44.21 - $48.77 $52,433 - $57,841	-1,186 Reduced 7.89%	13,853 $675,000
Q4 2023 Jan 29, 2024	BUY	$38.7 - $46.0 $68,499 - $81,420	1,770 Added 13.34%	15,039 $687,000
Q3 2023 Nov 13, 2023	BUY	$40.51 - $44.22 $11,099 - $12,116	274 Added 2.11%	13,269 $543,000
Q2 2023 Aug 10, 2023	BUY	$38.91 - $42.05 $5,758 - $6,223	148 Added 1.15%	12,995 $546,000
Q1 2023 May 15, 2023	BUY	$39.05 - $45.4 $5,154 - $5,992	132 Added 1.04%	12,847 $526,000
Q4 2022 Jan 25, 2023	BUY	$38.62 - $43.71 $491,053 - $555,772	12,715 New	12,715 $0

Others Institutions Holding DON

# of Institutions

454

Shares Held

41.1M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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Strategic Family Wealth Counselors, L.L.C. Wisdomtree Tr U.S. Midcap Divi Transaction History