Archetype Wealth Partners Wisdomtree Tr U.S. Midcap Divi Transaction History

Archetype Wealth Partners

$785 Million
Q3 2025

A detailed history of Archetype Wealth Partners transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Archetype Wealth Partners holds 14,803 shares of DON stock, worth $752,732. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,803

Previous 14,803 -0.0%

Holding current value

$752,732

Previous $742,000 4.31%

% of portfolio

0.1%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$43.28 - $50.37 $3,159 - $3,677	-73 Reduced 0.49%	14,803 $742,000
Q1 2025 May 14, 2025	SELL	$48.02 - $53.02 $31,933 - $35,258	-665 Reduced 4.28%	14,876 $737,000
Q4 2024 Feb 14, 2025	SELL	$50.53 - $55.55 $41,283 - $45,384	-817 Reduced 4.99%	15,541 $792,000
Q3 2024 Nov 14, 2024	SELL	$46.17 - $51.13 $2,770 - $3,067	-60 Reduced 0.37%	16,358 $836,000
Q2 2024 Aug 15, 2024	SELL	$45.6 - $48.78 $54,036 - $57,804	-1,185 Reduced 6.73%	16,418 $768,000

Q1 2024 May 14, 2024	SELL	$44.21 - $48.77 $2,917 - $3,218	-66 Reduced 0.37%	17,603 $858,000
Q4 2023 Feb 14, 2024	SELL	$38.7 - $46.0 $69,930 - $83,122	-1,807 Reduced 9.28%	17,669 $807,000
Q3 2023 Nov 13, 2023	BUY	$40.51 - $44.22 $160,055 - $174,713	3,951 Added 25.45%	19,476 $798,000
Q2 2023 Aug 14, 2023	SELL	$38.91 - $42.05 $2.99 Million - $3.23 Million	-76,885 Reduced 83.2%	15,525 $653,000
Q1 2023 May 10, 2023	BUY	$39.05 - $45.4 $1.73 Million - $2.01 Million	44,310 Added 92.12%	92,410 $3.79 Million
Q4 2022 Feb 14, 2023	BUY	$38.62 - $43.71 $153,475 - $173,703	3,974 Added 9.01%	48,100 $1.98 Million
Q3 2022 Nov 14, 2022	BUY	$37.67 - $44.3 $107,321 - $126,210	2,849 Added 6.9%	44,126 $1.66 Million
Q2 2022 Aug 15, 2022	SELL	$38.16 - $45.36 $79,639 - $94,666	-2,087 Reduced 4.81%	41,277 $1.61 Million
Q1 2022 May 12, 2022	BUY	$42.12 - $45.3 $1.83 Million - $1.96 Million	43,364 New	43,364 $1.93 Million

Others Institutions Holding DON

# of Institutions

497

Shares Held

44.5M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Archetype Wealth Partners Wisdomtree Tr U.S. Midcap Divi Transaction History