Wealth Enhancement Advisory Services, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 238,636 shares of DON stock, worth $12.8 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

238,636

Previous 244,929 2.57%

Holding current value

$12.8 Million

Previous $11.5 Million 6.51%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$46.17 - $51.13 $290,547 - $321,761	-6,293 Reduced 2.57%	238,636 $12.2 Million
Q2 2024 Jul 16, 2024	BUY	$45.6 - $48.78 $2 Million - $2.14 Million	43,806 Added 21.78%	244,929 $11.5 Million
Q1 2024 Apr 15, 2024	SELL	$44.21 - $48.77 $343,290 - $378,699	-7,765 Reduced 3.72%	201,123 $9.81 Million
Q4 2023 Jan 30, 2024	SELL	$38.7 - $46.0 $1.29 Million - $1.53 Million	-33,326 Reduced 13.76%	208,888 $9.54 Million
Q3 2023 Nov 13, 2023	BUY	$40.51 - $44.22 $9.81 Million - $10.7 Million	242,214 New	242,214 $9.92 Million
Q2 2022 Jul 18, 2022	SELL	$38.16 - $45.36 $3.64 Million - $4.33 Million	-95,496 Reduced 84.32%	17,756 $702,000
Q1 2022 Apr 18, 2022	SELL	$42.12 - $45.3 $5.31 Million - $5.71 Million	-126,051 Reduced 52.67%	113,252 $5.03 Million
Q4 2021 Feb 08, 2022	BUY	$41.76 - $45.13 $6.57 Million - $7.1 Million	157,383 Added 192.12%	239,303 $10.3 Million
Q3 2021 Nov 03, 2021	BUY	$40.05 - $43.23 $3.28 Million - $3.54 Million	81,920 New	81,920 $3.58 Million

Others Institutions Holding DON

# of Institutions

448

Shares Held

41M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History