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

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Concord Wealth Partners holds 201,714 shares of DON stock, worth $10 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
201,714
Previous 208,495 3.25%
Holding current value
$10 Million
Previous $9.75 Million 5.76%
% of portfolio
1.74%
Previous 1.74%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$46.17 - $51.13 $313,078 - $346,712
-6,781 Reduced 3.25%
201,714 $10.3 Million
Q2 2024

Jul 31, 2024
SELL
$45.6 - $48.78 $113,863 - $121,803
-2,497 Reduced 1.18%
208,495 $9.75 Million
Q1 2024

Apr 30, 2024
BUY
$44.21 - $48.77 $613,236 - $676,488
13,871 Added 7.04%
210,992 $10.3 Million
Q4 2023

Apr 30, 2024
SELL
$38.7 - $46.0 $334,058 - $397,072
-8,632 Reduced 4.2%
197,121 $9.01 Million
Q4 2023

Feb 05, 2024
SELL
$38.7 - $46.0 $334,058 - $397,072
-8,632 Reduced 4.2%
197,121 $9.01 Million
Q3 2023

Apr 30, 2024
BUY
$40.51 - $44.22 $349,682 - $381,707
8,632 Added 4.38%
205,753 $8.43 Million
Q3 2023

Oct 25, 2023
SELL
$40.51 - $44.22 $596,752 - $651,404
-14,731 Reduced 6.68%
205,753 $8.43 Million
Q2 2023

Aug 07, 2023
BUY
$38.91 - $42.05 $1.33 Million - $1.44 Million
34,141 Added 18.32%
220,484 $9.27 Million
Q1 2023

Apr 26, 2023
SELL
$39.05 - $45.4 $1.72 Million - $2 Million
-44,138 Reduced 19.15%
186,343 $7.64 Million
Q4 2022

Jan 27, 2023
SELL
$38.62 - $43.71 $147,991 - $167,496
-3,832 Reduced 1.64%
230,481 $9.48 Million
Q3 2022

Nov 10, 2022
SELL
$37.67 - $44.3 $54,056 - $63,570
-1,435 Reduced 0.61%
234,313 $8.83 Million
Q2 2022

Aug 04, 2022
SELL
$38.16 - $45.36 $624,564 - $742,407
-16,367 Reduced 6.49%
235,748 $9.19 Million
Q1 2022

Apr 20, 2022
SELL
$42.12 - $45.3 $438,048 - $471,119
-10,400 Reduced 3.96%
252,115 $11.2 Million
Q4 2021

Jan 21, 2022
BUY
$41.76 - $45.13 $5.01 Million - $5.41 Million
119,942 Added 84.13%
262,515 $11.6 Million
Q3 2021

Nov 09, 2021
SELL
$40.05 - $43.23 $5.75 Million - $6.21 Million
-143,693 Reduced 50.2%
142,573 $5.91 Million
Q2 2021

Jul 29, 2021
SELL
$40.83 - $43.68 $6.86 Million - $7.34 Million
-168,095 Reduced 37.0%
286,266 $12 Million
Q1 2021

May 13, 2021
SELL
$34.36 - $41.24 $27.9 Million - $33.4 Million
-811,088 Reduced 64.09%
454,361 $18.4 Million
Q4 2020

Feb 16, 2021
BUY
$29.07 - $35.03 $36.8 Million - $44.3 Million
1,265,449 New
1,265,449 $44.1 Million

Others Institutions Holding DON

# of Institutions
452
Shares Held
41M
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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