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

449

Shares Held

41M

Call Options Held

500

Put Options Held

0

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Traphagen Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traphagen Investment Advisors LLC with notifications on news.