Montag A & Associates Inc Wisdomtree Tr U.S. Midcap Divi Transaction History

Montag A & Associates Inc

  • $2.14 Billion
  • Q3 2025

A detailed history of Montag A & Associates Inc transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Montag A & Associates Inc holds 3,679 shares of DON stock, worth $187,077. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,679
Previous 3,679 -0.0%
Holding current value
$187,077
Previous $184,000 4.35%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$43.28 - $50.37 $501,528 - $583,687
-11,588 Reduced 75.9%
3,679 $184,000
Q1 2025

May 05, 2025
BUY
$48.02 - $53.02 $672 - $742
14 Added 0.09%
15,267 $756,000
Q4 2024

Jan 30, 2025
SELL
$50.53 - $55.55 $338,096 - $371,685
-6,691 Reduced 30.49%
15,253 $777,000
Q3 2024

Nov 05, 2024
BUY
$46.17 - $51.13 $692 - $766
15 Added 0.07%
21,944 $1.12 Million
Q2 2024

Jul 31, 2024
BUY
$45.6 - $48.78 $775 - $829
17 Added 0.08%
21,929 $1.03 Million
Q1 2024

May 07, 2024
SELL
$44.21 - $48.77 $13,174 - $14,533
-298 Reduced 1.34%
21,912 $1.07 Million
Q4 2023

Feb 07, 2024
BUY
$38.7 - $46.0 $774 - $920
20 Added 0.09%
22,210 $1.01 Million
Q3 2023

Nov 09, 2023
BUY
$40.51 - $44.22 $810 - $884
20 Added 0.09%
22,190 $908,000
Q2 2023

Aug 09, 2023
BUY
$38.91 - $42.05 $778 - $841
20 Added 0.09%
22,170 $932,000
Q1 2023

May 11, 2023
BUY
$39.05 - $45.4 $447,512 - $520,284
11,460 Added 107.2%
22,150 $907,000
Q4 2022

Feb 02, 2023
BUY
$38.62 - $43.71 $1,042 - $1,180
27 Added 0.25%
10,690 $439,000
Q3 2022

Nov 09, 2022
BUY
$37.67 - $44.3 $125,742 - $147,873
3,338 Added 45.57%
10,663 $402,000
Q2 2022

Aug 10, 2022
BUY
$38.16 - $45.36 $534 - $635
14 Added 0.19%
7,325 $286,000
Q1 2022

May 02, 2022
BUY
$42.12 - $45.3 $210 - $226
5 Added 0.07%
7,311 $325,000
Q4 2021

Feb 09, 2022
BUY
$41.76 - $45.13 $584 - $631
14 Added 0.19%
7,306 $0
Q3 2021

Nov 08, 2021
BUY
$40.05 - $43.23 $440 - $475
11 Added 0.15%
7,292 $302,000
Q2 2021

Aug 03, 2021
BUY
$40.83 - $43.68 $449 - $480
11 Added 0.15%
7,281 $305,000
Q1 2021

May 14, 2021
BUY
$34.36 - $41.24 $9,552 - $11,464
278 Added 3.98%
7,270 $294,000
Q4 2020

Feb 12, 2021
BUY
$29.07 - $35.03 $203,257 - $244,929
6,992 New
6,992 $243,000

Others Institutions Holding DON

# of Institutions
498
Shares Held
44.5M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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  • Ticker DON
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