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

Strategic Family Wealth Counselors, L.L.C.

$253 Million
Q1 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 13,853 shares of DON stock, worth $645,134. This represents 0.27% of its overall portfolio holdings.

Number of Shares

13,853

Previous 15,039 7.89%

Holding current value

$645,134

Previous $687,000 1.75%

% of portfolio

0.27%

Previous 0.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

443

Shares Held

39.3M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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