New Insight Wealth Advisors Wisdomtree Tr U.S. Midcap Divi Transaction History

New Insight Wealth Advisors

  • $170 Billion
  • Q2 2024

A detailed history of New Insight Wealth Advisors transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, New Insight Wealth Advisors holds 8,320 shares of DON stock, worth $427,814. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,320
Previous 8,435 1.36%
Holding current value
$427,814
Previous $411 Million 5.41%
% of portfolio
0.23%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$45.6 - $48.78 $5,244 - $5,609
-115 Reduced 1.36%
8,320 $389 Million
Q1 2024

May 08, 2024
BUY
$44.21 - $48.77 $29,620 - $32,675
670 Added 8.63%
8,435 $411 Million
Q4 2023

May 08, 2024
BUY
$38.7 - $46.0 $300,505 - $357,190
7,765 New
7,765 $355 Million

Others Institutions Holding DON

# of Institutions
437
Shares Held
41.3M
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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