Ifg Advisory, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Ifg Advisory, LLC

$1.75 Billion
Q4 2024

A detailed history of Ifg Advisory, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Ifg Advisory, LLC holds 76,563 shares of DON stock, worth $3.96 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

76,563

Previous 79,450 3.63%

Holding current value

$3.96 Million

Previous $4.06 Million 3.94%

% of portfolio

0.22%

Previous 0.26%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$50.53 - $55.55 $145,880 - $160,372	-2,887 Reduced 3.63%	76,563 $3.9 Million
Q3 2024 Oct 30, 2024	SELL	$46.17 - $51.13 $55,173 - $61,100	-1,195 Reduced 1.48%	79,450 $4.06 Million
Q2 2024 Jul 30, 2024	SELL	$45.6 - $48.78 $26,539 - $28,389	-582 Reduced 0.72%	80,645 $3.77 Million
Q1 2024 May 06, 2024	SELL	$44.21 - $48.77 $121,754 - $134,312	-2,754 Reduced 3.28%	81,227 $3.96 Million
Q4 2023 Jan 17, 2024	BUY	$38.7 - $46.0 $42,570 - $50,600	1,100 Added 1.33%	83,981 $3.84 Million
Q3 2023 Nov 13, 2023	BUY	$40.51 - $44.22 $20,052 - $21,888	495 Added 0.6%	82,881 $3.39 Million
Q2 2023 Jul 21, 2023	BUY	$38.91 - $42.05 $14,863 - $16,063	382 Added 0.47%	82,386 $3.46 Million
Q1 2023 Apr 26, 2023	BUY	$39.05 - $45.4 $317,320 - $368,920	8,126 Added 11.0%	82,004 $3.36 Million
Q4 2022 Jan 31, 2023	BUY	$38.62 - $43.71 $167,881 - $190,007	4,347 Added 6.25%	73,878 $3.04 Million
Q3 2022 Oct 28, 2022	BUY	$37.67 - $44.3 $1.74 Million - $2.05 Million	46,257 Added 198.75%	69,531 $2.62 Million
Q2 2022 Aug 04, 2022	BUY	$38.16 - $45.36 $574,727 - $683,166	15,061 Added 183.38%	23,274 $907,000
Q1 2022 May 04, 2022	SELL	$42.12 - $45.3 $14,362 - $15,447	-341 Reduced 3.99%	8,213 $364,000
Q4 2021 Feb 14, 2022	SELL	$41.76 - $45.13 $5,846 - $6,318	-140 Reduced 1.61%	8,554 $379,000
Q1 2021 Apr 19, 2021	BUY	$34.36 - $41.24 $4,466 - $5,361	130 Added 1.52%	8,694 $351,000
Q4 2020 Feb 08, 2021	SELL	$29.07 - $35.03 $11,918 - $14,362	-410 Reduced 4.57%	8,564 $298,000
Q3 2020 Nov 02, 2020	SELL	$27.33 - $30.91 $16,398 - $18,546	-600 Reduced 6.27%	8,974 $259,000
Q2 2020 Aug 10, 2020	BUY	$22.29 - $32.04 $16,628 - $23,901	746 Added 8.45%	9,574 $271,000
Q1 2020 May 11, 2020	BUY	$20.48 - $38.6 $37,007 - $69,750	1,807 Added 25.74%	8,828 $213,000
Q4 2019 Feb 07, 2020	BUY	$34.97 - $38.17 $245,524 - $267,991	7,021 New	7,021 $267,000

Others Institutions Holding DON

# of Institutions

478

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 Ifg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ifg Advisory, LLC with notifications on news.

Account