Wilbanks Smith & Thomas Asset Management LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 12, 2020	SELL	$27.33 - $30.91 $4.94 Million - $5.58 Million	-180,663 Closed	0 $0
Q2 2020 Jul 31, 2020	SELL	$22.29 - $32.04 $1.66 Million - $2.39 Million	-74,476 Reduced 29.19%	180,663 $5.12 Million
Q1 2020 May 06, 2020	BUY	$20.48 - $38.6 $135,680 - $255,725	6,625 Added 2.67%	255,139 $6.17 Million
Q4 2019 Feb 13, 2020	BUY	$34.97 - $38.17 $478,004 - $521,745	13,669 Added 5.82%	248,514 $9.45 Million
Q3 2019 Nov 06, 2019	SELL	$33.78 - $36.78 $250,377 - $272,613	-7,412 Reduced 3.06%	234,845 $8.53 Million
Q2 2019 Aug 07, 2019	BUY	$33.9 - $36.88 $353,509 - $384,584	10,428 Added 4.5%	242,257 $8.77 Million
Q1 2019 May 13, 2019	BUY	$31.29 - $36.15 $1.08 Million - $1.25 Million	34,570 Added 17.53%	231,829 $0
Q4 2018 Feb 08, 2019	BUY	$29.98 - $36.73 $1.51 Million - $1.85 Million	50,437 Added 34.35%	197,259 $6.24 Million
Q3 2018 Nov 14, 2018	BUY	$36.7 - $37.37 $269,341 - $274,258	7,339 Added 5.26%	146,822 $5.42 Million
Q2 2018 Aug 08, 2018	BUY	N/A	100,158 Added 254.69%	139,483 $4.99 Million
Q1 2018 May 15, 2018	BUY	N/A	26,390 Added 204.02%	39,325 $1.34 Million
Q4 2017 Feb 07, 2018	BUY	N/A	12,935	12,935 $456,000

Others Institutions Holding DON

# of Institutions

437

Shares Held

41.3M

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 Wilbanks Smith & Thomas Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilbanks Smith & Thomas Asset Management LLC with notifications on news.

Account