Surevest, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Surevest, LLC

$368 Million
Q3 2022

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 15, 2020	SELL	$22.29 - $32.04 $291,464 - $418,955	-13,076 Closed	0 $0
Q1 2020 Apr 16, 2020	SELL	$20.48 - $38.6 $1.8 Million - $3.38 Million	-87,658 Reduced 87.02%	13,076 $316,000
Q4 2019 Jan 14, 2020	SELL	$34.97 - $38.17 $471,815 - $514,989	-13,492 Reduced 11.81%	100,734 $3.83 Million
Q3 2019 Oct 15, 2019	BUY	$33.78 - $36.78 $34,692 - $37,773	1,027 Added 0.91%	114,226 $4.15 Million
Q2 2019 Jul 10, 2019	BUY	$33.9 - $36.88 $726,036 - $789,858	21,417 Added 23.33%	113,199 $4.1 Million
Q1 2019 Apr 09, 2019	BUY	$31.29 - $36.15 $160,048 - $184,907	5,115 Added 5.9%	91,782 $3.29 Million
Q4 2018 Feb 20, 2019	BUY	$29.98 - $36.73 $2.6 Million - $3.18 Million	86,667 New	86,667 $2.74 Million

Others Institutions Holding DON

# of Institutions

437

Shares Held

41.3M

Call Options Held

500

Put Options Held

0

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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