Traphagen Investment Advisors LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Traphagen Investment Advisors LLC

$868 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Jun 17, 2024	SELL	$39.05 - $45.4 $749,564 - $871,453	-19,195 Closed	0 $0
Q4 2022 Jun 17, 2024	BUY	$38.62 - $43.71 $741,310 - $839,013	19,195 New	19,195 $790 Million
Q3 2022 Jun 17, 2024	SELL	$37.67 - $44.3 $79,031 - $92,941	-2,098 Reduced 7.92%	24,405 $919 Million
Q2 2022 Jun 17, 2024	BUY	$38.16 - $45.36 $1.01 Million - $1.2 Million	26,503 New	26,503 $1.03 Billion
Q1 2022 Jun 17, 2024	SELL	$42.12 - $45.3 $2.75 Million - $2.96 Million	-65,361 Reduced 69.8%	28,283 $1.26 Billion
Q4 2021 Jun 17, 2024	BUY	$41.76 - $45.13 $3.91 Million - $4.23 Million	93,644 New	93,644 $4.15 Billion
Q3 2021 Jun 17, 2024	SELL	$40.05 - $43.23 $19.1 Million - $20.7 Million	-477,791 Reduced 80.23%	117,758 $4.88 Billion
Q2 2021 Jun 17, 2024	BUY	$40.83 - $43.68 $299,855 - $320,785	7,344 Added 1.25%	595,549 $25 Billion
Q1 2021 Jun 17, 2024	BUY	$34.36 - $41.24 $20.2 Million - $24.3 Million	588,205 New	588,205 $23.8 Billion
Q4 2020 Jun 17, 2024	BUY	$29.07 - $35.03 $10.6 Million - $12.7 Million	363,380 New	363,380 $12.6 Billion

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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