A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 44,103 shares of DON stock, worth $2.27 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
44,103
Previous 8,460 421.31%
Holding current value
$2.27 Million
Previous $395,000 470.63%
% of portfolio
0.35%
Previous 0.08%

Shares

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

Nov 14, 2024

BUY
$46.17 - $51.13 $1.65 Million - $1.82 Million
35,643 Added 421.31%
44,103 $2.25 Million
Q2 2024

Aug 14, 2024

SELL
$45.6 - $48.78 $1.63 Million - $1.74 Million
-35,643 Reduced 80.82%
8,460 $395,000
Q4 2023

Feb 14, 2024

SELL
$38.7 - $46.0 $154,800 - $184,000
-4,000 Reduced 8.32%
44,103 $2.02 Million
Q2 2023

Aug 14, 2023

SELL
$38.91 - $42.05 $45,018 - $48,651
-1,157 Reduced 2.35%
48,103 $2.02 Million
Q4 2022

Feb 14, 2023

BUY
$38.62 - $43.71 $1.58 Million - $1.78 Million
40,800 Added 482.27%
49,260 $2.03 Million
Q3 2022

Nov 14, 2022

SELL
$37.67 - $44.3 $1.54 Million - $1.81 Million
-40,800 Reduced 82.83%
8,460 $319,000
Q1 2021

May 17, 2021

BUY
$34.36 - $41.24 $4,466 - $5,361
130 Added 0.26%
49,260 $1.99 Million
Q4 2020

Feb 16, 2021

SELL
$29.07 - $35.03 $407,270 - $490,770
-14,010 Reduced 22.19%
49,130 $1.71 Million
Q2 2020

Aug 14, 2020

SELL
$22.29 - $32.04 $311,168 - $447,278
-13,960 Reduced 18.11%
63,140 $1.79 Million
Q1 2020

May 15, 2020

SELL
$20.48 - $38.6 $46,080 - $86,850
-2,250 Reduced 2.84%
77,100 $1.86 Million
Q3 2019

Nov 14, 2019

SELL
$33.78 - $36.78 $71,647 - $78,010
-2,121 Reduced 2.6%
79,350 $2.88 Million
Q1 2019

May 15, 2019

SELL
$31.29 - $36.15 $12,203 - $14,098
-390 Reduced 0.48%
81,471 $2.92 Million
Q4 2018

Feb 14, 2019

SELL
$29.98 - $36.73 $90,839 - $111,291
-3,030 Reduced 3.57%
81,861 $2.59 Million
Q3 2018

Nov 14, 2018

SELL
$36.7 - $37.37 $39,819 - $40,546
-1,085 Reduced 1.26%
84,891 $3.13 Million
Q1 2018

May 15, 2018

BUY
N/A
2,375 Added 2.84%
85,976 $2.93 Million
Q4 2017

Feb 14, 2018

BUY
N/A
55,779 Added 200.49%
83,601 $2.95 Million
Q3 2017

Nov 09, 2017

BUY
N/A
27,822
27,822 $2.78 Million

Others Institutions Holding DON

About WISDOMTREE TR U.S. MIDCAP DIVI


  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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