Summit Financial, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024

A detailed history of Summit Financial, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Summit Financial, LLC holds 11,386 shares of DON stock, worth $626,685. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,386
Previous 9,242 23.2%
Holding current value
$626,685
Previous $432,000 34.72%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024
BUY
$46.17 - $51.13 $98,988 - $109,622
2,144 Added 23.2%
11,386 $582,000
Q1 2024

Apr 24, 2024
BUY
$44.21 - $48.77 $104,335 - $115,097
2,360 Added 34.29%
9,242 $450,000
Q4 2023

Feb 05, 2024
SELL
$38.7 - $46.0 $9,017 - $10,718
-233 Reduced 3.27%
6,882 $314,000
Q2 2023

Aug 11, 2023
BUY
$38.91 - $42.05 $276,844 - $299,185
7,115 New
7,115 $299,000

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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