Wealth Shield Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 20,916 shares of DON stock, worth $1.1 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
20,916
Previous 20,609 1.49%
Holding current value
$1.1 Million
Previous $963,000 11.01%
% of portfolio
0.15%
Previous 0.15%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$46.17 - $51.13 $14,174 - $15,696
307 Added 1.49%
20,916 $1.07 Million
Q2 2024

Jul 26, 2024
SELL
$45.6 - $48.78 $36,571 - $39,121
-802 Reduced 3.75%
20,609 $963,000
Q1 2024

Apr 29, 2024
SELL
$44.21 - $48.77 $129,225 - $142,554
-2,923 Reduced 12.01%
21,411 $1.04 Million
Q4 2023

Jan 23, 2024
BUY
$38.7 - $46.0 $7,894 - $9,384
204 Added 0.85%
24,334 $1.11 Million
Q3 2023

Oct 25, 2023
SELL
$40.51 - $44.22 $38,565 - $42,097
-952 Reduced 3.8%
24,130 $988,000
Q2 2023

Aug 03, 2023
BUY
$38.91 - $42.05 $138,519 - $149,698
3,560 Added 16.54%
25,082 $1.05 Million
Q1 2023

May 08, 2023
BUY
$39.05 - $45.4 $840,434 - $977,098
21,522 New
21,522 $881,000
Q3 2022

Nov 04, 2022
SELL
$37.67 - $44.3 $1,356 - $1,594
-36 Reduced 0.15%
23,198 $874,000
Q2 2022

Aug 11, 2022
BUY
$38.16 - $45.36 $10,951 - $13,018
287 Added 1.25%
23,234 $906,000
Q1 2022

May 09, 2022
SELL
$42.12 - $45.3 $816,538 - $878,185
-19,386 Reduced 45.79%
22,947 $1.02 Million
Q4 2021

Feb 10, 2022
BUY
$41.76 - $45.13 $1.77 Million - $1.91 Million
42,333 New
42,333 $1.88 Million
Q3 2021

Nov 12, 2021
SELL
$40.05 - $43.23 $87,669 - $94,630
-2,189 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$34.36 - $41.24 $75,214 - $90,274
2,189 New
2,189 $88,000
Q1 2020

May 12, 2020
SELL
$20.48 - $38.6 $116,715 - $219,981
-5,699 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$34.97 - $38.17 $174 - $190
5 Added 0.09%
5,699 $217,000
Q3 2019

Nov 13, 2019
BUY
$33.78 - $36.78 $192,343 - $209,425
5,694 New
5,694 $207,000
Q2 2019

Aug 12, 2019
SELL
$33.9 - $36.88 $179,670 - $195,464
-5,300 Closed
0 $0
Q1 2019

May 14, 2019
SELL
$31.29 - $36.15 $4,662 - $5,386
-149 Reduced 2.73%
5,300 $190,000
Q4 2018

Feb 14, 2019
BUY
$29.98 - $36.73 $119 - $146
4 Added 0.07%
5,449 $172,000
Q3 2018

Nov 05, 2018
BUY
$36.7 - $37.37 $8,367 - $8,520
228 Added 4.37%
5,445 $201,000
Q1 2018

May 11, 2018
BUY
N/A
1,632 Added 45.52%
5,217 $178,000
Q4 2017

Apr 18, 2018
BUY
N/A
3,585
3,585 $127,000

Others Institutions Holding DON

# of Institutions
458
Shares Held
41.9M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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