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

Sweet Financial Partners, LLC

$447 Million
Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 30,765 shares of DON stock, worth $1.57 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

30,765

Previous 30,761 0.01%

Holding current value

$1.57 Million

Previous $1.44 Million 9.39%

% of portfolio

0.35%

Previous 0.34%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$46.17 - $51.13 $184 - $204	4 Added 0.01%	30,765 $1.57 Million
Q2 2024 Jul 18, 2024	SELL	$45.6 - $48.78 $65,025 - $69,560	-1,426 Reduced 4.43%	30,761 $1.44 Million
Q1 2024 Apr 23, 2024	SELL	$44.21 - $48.77 $7,780 - $8,583	-176 Reduced 0.54%	32,187 $1.57 Million
Q4 2023 Jan 12, 2024	BUY	$38.7 - $46.0 $193 - $230	5 Added 0.02%	32,363 $1.48 Million
Q3 2023 Oct 23, 2023	BUY	$40.51 - $44.22 $162 - $176	4 Added 0.01%	32,358 $1.33 Million
Q2 2023 Jul 24, 2023	BUY	$38.91 - $42.05 $194 - $210	5 Added 0.02%	32,354 $1.36 Million
Q1 2023 Apr 14, 2023	BUY	$39.05 - $45.4 $156 - $181	4 Added 0.01%	32,349 $1.33 Million
Q4 2022 Jan 19, 2023	SELL	$38.62 - $43.71 $18,962 - $21,461	-491 Reduced 1.5%	32,345 $0
Q3 2022 Nov 10, 2022	SELL	$37.67 - $44.3 $33,149 - $38,984	-880 Reduced 2.61%	32,836 $1.24 Million
Q2 2022 Aug 03, 2022	SELL	$38.16 - $45.36 $43,235 - $51,392	-1,133 Reduced 3.25%	33,716 $1.31 Million
Q1 2022 Apr 22, 2022	BUY	$42.12 - $45.3 $39,424 - $42,400	936 Added 2.76%	34,849 $1.55 Million
Q4 2021 Feb 07, 2022	BUY	$41.76 - $45.13 $1.42 Million - $1.53 Million	33,913 New	33,913 $1.5 Million

Others Institutions Holding DON

# of Institutions

449

Shares Held

41M

Call Options Held

500

Put Options Held

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About WISDOMTREE TR U.S. MIDCAP DIVI

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