Wealthspire Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 39,310 shares of DON stock, worth $2.16 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

39,310

Previous 38,600 1.84%

Holding current value

$2.16 Million

Previous $1.81 Million 11.3%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$46.17 - $51.13 $32,780 - $36,302	710 Added 1.84%	39,310 $2.01 Million
Q4 2023 Feb 06, 2024	SELL	$38.7 - $46.0 $425 - $506	-11 Reduced 0.03%	38,600 $1.76 Million
Q3 2023 Nov 06, 2023	BUY	$40.51 - $44.22 $445 - $486	11 Added 0.03%	38,611 $1.58 Million
Q1 2023 May 09, 2023	SELL	$39.05 - $45.4 $11,988 - $13,937	-307 Reduced 0.79%	38,600 $1.58 Million
Q3 2022 Nov 14, 2022	BUY	$37.67 - $44.3 $11,564 - $13,600	307 Added 0.8%	38,907 $1.47 Million
Q2 2022 Aug 09, 2022	BUY	$38.16 - $45.36 $1.47 Million - $1.75 Million	38,600 New	38,600 $1.51 Million
Q4 2021 Feb 14, 2022	SELL	$41.76 - $45.13 $1.58 Million - $1.71 Million	-37,850 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$40.05 - $43.23 $1.52 Million - $1.64 Million	37,850 New	37,850 $1.57 Million

Others Institutions Holding DON

# of Institutions

448

Shares Held

40.9M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Wealthspire Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History