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

Hc Financial Advisors Inc

$149 Million
Q2 2022

A detailed history of Hc Financial Advisors Inc transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Hc Financial Advisors Inc holds 13,139 shares of DON stock, worth $645,913. This represents 0.34% of its overall portfolio holdings.

Number of Shares

13,139

Previous 12,818 2.5%

Holding current value

$645,913

Previous $569,000 10.02%

% of portfolio

0.34%

Previous 0.34%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 25, 2022	BUY	$38.16 - $45.36 $12,249 - $14,560	321 Added 2.5%	13,139 $512,000
Q1 2022 May 04, 2022	BUY	$42.12 - $45.3 $37,992 - $40,860	902 Added 7.57%	12,818 $569,000
Q4 2021 Jan 19, 2022	BUY	$41.76 - $45.13 $1,252 - $1,353	30 Added 0.25%	11,916 $529,000
Q3 2021 Oct 19, 2021	BUY	$40.05 - $43.23 $640 - $691	16 Added 0.13%	11,886 $493,000
Q2 2021 Jul 28, 2021	SELL	$40.83 - $43.68 $37,563 - $40,185	-920 Reduced 7.19%	11,870 $498,000
Q1 2021 Apr 21, 2021	SELL	$34.36 - $41.24 $40,235 - $48,292	-1,171 Reduced 8.39%	12,790 $517,000
Q4 2020 Jan 26, 2021	SELL	$29.07 - $35.03 $237,123 - $285,739	-8,157 Reduced 36.88%	13,961 $486,000
Q3 2020 Oct 30, 2020	SELL	$27.33 - $30.91 $39,300 - $44,448	-1,438 Reduced 6.1%	22,118 $640,000
Q2 2020 Jul 28, 2020	SELL	$22.29 - $32.04 $54,097 - $77,761	-2,427 Reduced 9.34%	23,556 $668,000
Q1 2020 Apr 08, 2020	SELL	$20.48 - $38.6 $16,834 - $31,729	-822 Reduced 3.07%	25,983 $628,000
Q4 2019 Jan 17, 2020	BUY	$34.97 - $38.17 $433,488 - $473,155	12,396 Added 86.03%	26,805 $1.02 Million
Q3 2019 Oct 15, 2019	BUY	$33.78 - $36.78 $14,153 - $15,410	419 Added 2.99%	14,409 $523,000
Q2 2019 Jul 25, 2019	SELL	$33.9 - $36.88 $8,508 - $9,256	-251 Reduced 1.76%	13,990 $506,000
Q1 2019 Apr 23, 2019	SELL	$31.29 - $36.15 $48,749 - $56,321	-1,558 Reduced 9.86%	14,241 $510,000
Q4 2018 Jan 25, 2019	SELL	$29.98 - $36.73 $24,253 - $29,714	-809 Reduced 4.87%	15,799 $500,000
Q1 2018 May 07, 2018	BUY	N/A	16,608 New	16,608 $567,000

Others Institutions Holding DON

# of Institutions

484

Shares Held

43.7M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hc Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hc Financial Advisors Inc with notifications on news.

Account

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