Worth Financial Advisory Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Worth Financial Advisory Group, LLC

$162 Billion
Q4 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 5,431 shares of DON stock, worth $283,769. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,431

Previous 5,027 8.04%

Holding current value

$283,769

Previous $257 Million 7.7%

% of portfolio

0.17%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$50.53 - $55.55 $20,414 - $22,442	404 Added 8.04%	5,431 $277 Million
Q3 2024 Oct 24, 2024	BUY	$46.17 - $51.13 $230 - $255	5 Added 0.1%	5,027 $257 Million
Q2 2024 Jul 26, 2024	BUY	$45.6 - $48.78 $1,778 - $1,902	39 Added 0.78%	5,022 $235 Million
Q1 2024 Apr 30, 2024	BUY	$44.21 - $48.77 $1,635 - $1,804	37 Added 0.75%	4,983 $243 Million
Q4 2023 Jan 19, 2024	SELL	$38.7 - $46.0 $5,998 - $7,130	-155 Reduced 3.04%	4,946 $226 Million
Q3 2023 Oct 13, 2023	SELL	$40.51 - $44.22 $8,709 - $9,507	-215 Reduced 4.04%	5,101 $209 Million
Q2 2023 Jul 28, 2023	SELL	$38.91 - $42.05 $16,731 - $18,081	-430 Reduced 7.48%	5,316 $224 Million
Q1 2023 Apr 19, 2023	SELL	$39.05 - $45.4 $9,957 - $11,577	-255 Reduced 4.25%	5,746 $235 Million
Q4 2022 Feb 13, 2023	BUY	$38.62 - $43.71 $231,758 - $262,303	6,001 New	6,001 $247 Million

Others Institutions Holding DON

# of Institutions

478

Shares Held

43.7M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Worth Financial Advisory Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History