Cahill Financial Advisors Inc Wisdomtree Tr U.S. Midcap Divi Transaction History

Cahill Financial Advisors Inc

$715 Million
Q4 2024

A detailed history of Cahill Financial Advisors Inc transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 71,579 shares of DON stock, worth $3.7 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

71,579

Previous 69,405 3.13%

Holding current value

$3.7 Million

Previous $3.55 Million 2.82%

% of portfolio

0.51%

Previous 0.5%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$50.53 - $55.55 $109,852 - $120,765	2,174 Added 3.13%	71,579 $3.65 Million
Q3 2024 Nov 12, 2024	BUY	$46.17 - $51.13 $85,553 - $94,743	1,853 Added 2.74%	69,405 $3.55 Million
Q2 2024 Aug 06, 2024	BUY	$45.6 - $48.78 $281,124 - $300,728	6,165 Added 10.04%	67,552 $3.16 Million
Q1 2024 May 13, 2024	BUY	$44.21 - $48.77 $89,481 - $98,710	2,024 Added 3.41%	61,387 $2.99 Million
Q4 2023 Feb 13, 2024	BUY	$38.7 - $46.0 $19,427 - $23,092	502 Added 0.85%	59,363 $2.71 Million
Q3 2023 Nov 14, 2023	BUY	$40.51 - $44.22 $159,001 - $173,563	3,925 Added 7.14%	58,861 $2.41 Million
Q2 2023 Aug 14, 2023	BUY	$38.91 - $42.05 $150,348 - $162,481	3,864 Added 7.57%	54,936 $2.31 Million
Q1 2023 May 11, 2023	BUY	$39.05 - $45.4 $188,494 - $219,145	4,827 Added 10.44%	51,072 $2.09 Million
Q4 2022 Feb 14, 2023	SELL	$38.62 - $43.71 $670,713 - $759,111	-17,367 Reduced 27.3%	46,245 $1.9 Million
Q3 2022 Nov 14, 2022	BUY	$37.67 - $44.3 $212,797 - $250,250	5,649 Added 9.75%	63,612 $2.4 Million
Q2 2022 Aug 08, 2022	BUY	$38.16 - $45.36 $108,679 - $129,185	2,848 Added 5.17%	57,963 $0
Q1 2022 May 12, 2022	BUY	$42.12 - $45.3 $123,874 - $133,227	2,941 Added 5.64%	55,115 $2.45 Million
Q4 2021 Feb 11, 2022	BUY	$41.76 - $45.13 $8,769 - $9,477	210 Added 0.4%	52,174 $2.31 Million
Q3 2021 Nov 16, 2021	BUY	$40.05 - $43.23 $1.02 Million - $1.1 Million	25,443 Added 95.94%	51,964 $2.15 Million
Q2 2021 Aug 16, 2021	BUY	$40.83 - $43.68 $16,821 - $17,996	412 Added 1.58%	26,521 $1.11 Million
Q1 2021 May 17, 2021	BUY	$34.36 - $41.24 $86,243 - $103,512	2,510 Added 10.64%	26,109 $1.06 Million
Q4 2020 Feb 17, 2021	BUY	$29.07 - $35.03 $11,686 - $14,082	402 Added 1.73%	23,599 $821,000
Q3 2020 Nov 17, 2020	BUY	$27.33 - $30.91 $26,619 - $30,106	974 Added 4.38%	23,197 $671,000
Q2 2020 Aug 12, 2020	BUY	$22.29 - $32.04 $32,409 - $46,586	1,454 Added 7.0%	22,223 $630,000
Q1 2020 May 18, 2020	SELL	$20.48 - $38.6 $1.68 Million - $3.17 Million	-82,057 Reduced 79.8%	20,769 $502,000
Q1 2020 May 15, 2020	BUY	$20.48 - $38.6 $1.76 Million - $3.32 Million	86,058 Added 513.23%	102,826 $3.45 Million
Q4 2019 Feb 14, 2020	BUY	$34.97 - $38.17 $358,897 - $391,738	10,263 Added 157.77%	16,768 $0
Q3 2019 Nov 14, 2019	BUY	$33.78 - $36.78 $219,738 - $239,253	6,505 New	6,505 $0

Others Institutions Holding DON

# of Institutions

478

Shares Held

43.6M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Cahill Financial Advisors Inc Wisdomtree Tr U.S. Midcap Divi Transaction History