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

Summit Financial, LLC

$2.83 Billion
Q4 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 11,578 shares of DON stock, worth $567,437. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,578

Previous 11,386 1.69%

Holding current value

$567,437

Previous $582,000 1.37%

% of portfolio

0.02%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$50.53 - $55.55 $9,701 - $10,665	192 Added 1.69%	11,578 $590,000
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

483

Shares Held

43.7M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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