Capital Advisors Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Capital Advisors Wealth Management, LLC

  • $681 Million
  • Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 5,452 shares of DON stock, worth $277,234. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,452
Previous 5,431 0.39%
Holding current value
$277,234
Previous $272,000 4.78%
% of portfolio
0.04%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$50.02 - $53.28 $1,050 - $1,118
21 Added 0.39%
5,452 $285,000
Q2 2025

Aug 13, 2025
BUY
$43.28 - $50.37 $21,423 - $24,933
495 Added 10.03%
5,431 $272,000
Q1 2025

Apr 24, 2025
BUY
$48.02 - $53.02 $912 - $1,007
19 Added 0.39%
4,936 $244,000
Q4 2024

Jan 14, 2025
SELL
$50.53 - $55.55 $20,464 - $22,497
-405 Reduced 7.61%
4,917 $250,000
Q3 2024

Oct 15, 2024
BUY
$46.17 - $51.13 $11,403 - $12,629
247 Added 4.87%
5,322 $272,000
Q2 2024

Jul 16, 2024
BUY
$45.6 - $48.78 $1,003 - $1,073
22 Added 0.44%
5,075 $237,000
Q1 2024

Apr 12, 2024
SELL
$44.21 - $48.77 $3,581 - $3,950
-81 Reduced 1.58%
5,053 $246,000
Q4 2023

Jan 08, 2024
SELL
$38.7 - $46.0 $2,941 - $3,496
-76 Reduced 1.46%
5,134 $234,000
Q3 2023

Oct 10, 2023
BUY
$40.51 - $44.22 $931 - $1,017
23 Added 0.44%
5,210 $213,000
Q2 2023

Jul 11, 2023
SELL
$38.91 - $42.05 $2,957 - $3,195
-76 Reduced 1.44%
5,187 $218,000
Q1 2023

Apr 14, 2023
BUY
$39.05 - $45.4 $741 - $862
19 Added 0.36%
5,263 $215,000
Q4 2022

Feb 09, 2023
SELL
$38.62 - $43.71 $2,626 - $2,972
-68 Reduced 1.28%
5,244 $215,000
Q3 2022

Nov 14, 2022
SELL
$37.67 - $44.3 $904 - $1,063
-24 Reduced 0.45%
5,312 $200,000
Q2 2022

Aug 04, 2022
SELL
$38.16 - $45.36 $6,677 - $7,938
-175 Reduced 3.18%
5,336 $208,000
Q1 2022

May 09, 2022
SELL
$42.12 - $45.3 $20,680 - $22,242
-491 Reduced 8.18%
5,511 $245,000
Q4 2021

Feb 04, 2022
BUY
$41.76 - $45.13 $1,252 - $1,353
30 Added 0.5%
6,002 $266,000
Q3 2021

Nov 12, 2021
SELL
$40.05 - $43.23 $3,043 - $3,285
-76 Reduced 1.26%
5,972 $248,000
Q2 2021

Aug 13, 2021
SELL
$40.83 - $43.68 $29,683 - $31,755
-727 Reduced 10.73%
6,048 $254,000
Q1 2021

Apr 20, 2021
BUY
$34.36 - $41.24 $232,789 - $279,401
6,775 New
6,775 $274,000

Others Institutions Holding DON

# of Institutions
495
Shares Held
44.3M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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