Lake Street Advisors Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Lake Street Advisors Group, LLC

$2.12 Billion
Q4 2024

A detailed history of Lake Street Advisors Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 23,500 shares of DON stock, worth $1.22 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

23,500

Previous 19,500 20.51%

Holding current value

$1.22 Million

Previous $997,000 20.06%

% of portfolio

0.06%

Previous 0.05%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$50.53 - $55.55 $202,120 - $222,200	4,000 Added 20.51%	23,500 $1.2 Million
Q1 2024 May 13, 2024	BUY	$44.21 - $48.77 $862,095 - $951,015	19,500 New	19,500 $951,000
Q2 2023 Aug 10, 2023	BUY	$38.91 - $42.05 $758,744 - $819,975	19,500 New	19,500 $820,000
Q2 2022 Aug 02, 2022	BUY	$38.16 - $45.36 $744,119 - $884,520	19,500 New	19,500 $760,000

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
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Lake Street Advisors Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History