Avantax Planning Partners, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 230,089 shares of DON stock, worth $11.5 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

230,089

Previous 235,761 2.41%

Holding current value

$11.5 Million

Previous $12.1 Million 2.71%

% of portfolio

0.43%

Previous 0.43%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$50.53 - $55.55 $286,606 - $315,079	-5,672 Reduced 2.41%	230,089 $11.7 Million
Q3 2024 Nov 13, 2024	SELL	$46.17 - $51.13 $1.78 Million - $1.97 Million	-38,600 Reduced 14.07%	235,761 $12.1 Million
Q2 2024 Aug 09, 2024	BUY	$45.6 - $48.78 $339,264 - $362,923	7,440 Added 2.79%	274,361 $12.8 Million
Q1 2024 May 02, 2024	BUY	$44.21 - $48.77 $2.23 Million - $2.46 Million	50,532 Added 23.35%	266,921 $13 Million
Q4 2023 Feb 09, 2024	SELL	$38.7 - $46.0 $22,136 - $26,312	-572 Reduced 0.26%	216,389 $9.89 Million
Q3 2023 Nov 03, 2023	BUY	$40.51 - $44.22 $346,887 - $378,655	8,563 Added 4.11%	216,961 $8.89 Million
Q2 2023 Jul 17, 2023	BUY	$38.91 - $42.05 $580,576 - $627,428	14,921 Added 7.71%	208,398 $8.76 Million
Q1 2023 Apr 20, 2023	SELL	$39.05 - $45.4 $217,391 - $252,741	-5,567 Reduced 2.8%	193,477 $7.93 Million
Q4 2022 Feb 09, 2023	BUY	$38.62 - $43.71 $522,721 - $591,614	13,535 Added 7.3%	199,044 $8.19 Million
Q3 2022 Oct 14, 2022	BUY	$37.67 - $44.3 $1.34 Million - $1.57 Million	35,552 Added 23.71%	185,509 $6.99 Million
Q2 2022 Jul 18, 2022	SELL	$38.16 - $45.36 $924,807 - $1.1 Million	-24,235 Reduced 13.91%	149,957 $5.85 Million
Q1 2022 May 09, 2022	BUY	$42.12 - $45.3 $702,687 - $755,739	16,683 Added 10.59%	174,192 $7.74 Million
Q4 2021 Jan 28, 2022	SELL	$41.76 - $45.13 $85,023 - $91,884	-2,036 Reduced 1.28%	157,509 $6.99 Million
Q3 2021 Oct 27, 2021	SELL	$40.05 - $43.23 $3.21 Million - $3.46 Million	-80,055 Reduced 33.41%	159,545 $6.61 Million
Q2 2021 Aug 10, 2021	BUY	$40.83 - $43.68 $3.72 Million - $3.98 Million	91,151 Added 61.4%	239,600 $10.1 Million
Q1 2021 May 06, 2021	SELL	$34.36 - $41.24 $266,118 - $319,403	-7,745 Reduced 4.96%	148,449 $6 Million
Q4 2020 Feb 04, 2021	SELL	$29.07 - $35.03 $402,503 - $485,025	-13,846 Reduced 8.14%	156,194 $5.44 Million
Q3 2020 Oct 28, 2020	BUY	$27.33 - $30.91 $255,918 - $289,441	9,364 Added 5.83%	170,040 $4.92 Million
Q2 2020 Jul 15, 2020	BUY	$22.29 - $32.04 $25,990 - $37,358	1,166 Added 0.73%	160,676 $4.55 Million
Q1 2020 Apr 27, 2020	BUY	$20.48 - $38.6 $95,662 - $180,300	4,671 Added 3.02%	159,510 $3.85 Million
Q4 2019 Jan 15, 2020	BUY	$34.97 - $38.17 $96,062 - $104,852	2,747 Added 1.81%	154,839 $5.89 Million
Q3 2019 Nov 08, 2019	BUY	$33.78 - $36.78 $92,185 - $100,372	2,729 Added 1.83%	152,092 $5.52 Million
Q2 2019 Aug 07, 2019	BUY	$33.9 - $36.88 $78,003 - $84,860	2,301 Added 1.56%	149,363 $5.44 Million
Q1 2019 May 08, 2019	BUY	$31.29 - $36.15 $389,623 - $450,139	12,452 Added 9.25%	147,062 $5.26 Million
Q4 2018 Feb 14, 2019	SELL	$29.98 - $36.73 $156,165 - $191,326	-5,209 Reduced 3.73%	134,610 $4.26 Million
Q3 2018 Nov 13, 2018	BUY	$36.7 - $37.37 $106,173 - $108,111	2,893 Added 2.11%	139,819 $5.16 Million
Q2 2018 Aug 13, 2018	BUY	N/A	4,472 Added 3.38%	136,926 $4.9 Million
Q1 2018 May 15, 2018	BUY	N/A	22,573 Added 20.54%	132,454 $4.52 Million
Q4 2017 Feb 09, 2018	BUY	N/A	74,098 Added 207.08%	109,881 $3.88 Million
Q3 2017 Oct 19, 2017	BUY	N/A	35,783	35,783 $3.58 Million

Others Institutions Holding DON

# of Institutions

483

Shares Held

43.7M

Call Options Held

500

Put Options Held

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About WISDOMTREE TR U.S. MIDCAP DIVI

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Avantax Planning Partners, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History