Kcm Investment Advisors LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Kcm Investment Advisors LLC

  • $3.05 Billion
  • Q3 2025

A detailed history of Kcm Investment Advisors LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 7,675 shares of DON stock, worth $390,273. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,675
Previous 7,670 0.07%
Holding current value
$390,273
Previous $384,000 4.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2025
BUY
$50.02 - $53.28 $250 - $266
5 Added 0.07%
7,675 $401,000
Q2 2025

Aug 06, 2025
BUY
$43.28 - $50.37 $331,957 - $386,337
7,670 New
7,670 $384,000
Q1 2020

Apr 27, 2020
SELL
$20.48 - $38.6 $128,634 - $242,446
-6,281 Closed
0 $0
Q4 2019

Feb 18, 2020
BUY
$34.97 - $38.17 $209 - $229
6 Added 0.1%
6,281 $239,000
Q3 2019

Nov 15, 2019
BUY
$33.78 - $36.78 $236 - $257
7 Added 0.11%
6,275 $228,000
Q2 2019

Aug 14, 2019
BUY
$33.9 - $36.88 $135 - $147
4 Added 0.06%
6,268 $227,000
Q1 2019

May 16, 2019
BUY
$31.29 - $36.15 $196,000 - $226,443
6,264 New
6,264 $224,000
Q4 2018

Feb 12, 2019
SELL
$29.98 - $36.73 $187,554 - $229,782
-6,256 Closed
0 $0
Q3 2018

Nov 07, 2018
BUY
$36.7 - $37.37 $73 - $74
2 Added 0.03%
6,256 $0
Q2 2018

Aug 10, 2018
BUY
N/A
379 Added 6.45%
6,254 $224,000
Q1 2018

May 09, 2018
SELL
N/A
-745 Reduced 11.25%
5,875 $200,000
Q4 2017

Feb 22, 2018
BUY
N/A
4,414 Added 200.09%
6,620 $234,000
Q3 2017

Nov 13, 2017
BUY
N/A
2,206
2,206 $220,000

Others Institutions Holding DON

# of Institutions
495
Shares Held
44.5M
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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