Sequoia Financial Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 4,807 shares of DON stock, worth $244,435. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,807
Holding current value
$244,435
% of portfolio
0.0%

Shares

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

Oct 28, 2025
BUY
$50.02 - $53.28 $240,446 - $256,116
4,807 New
4,807 $251,000
Q2 2025

Jul 25, 2025
BUY
$43.28 - $50.37 $12,724 - $14,808
294 Added 6.51%
4,807 $240,000
Q4 2024

Aug 08, 2025
SELL
$50.53 - $55.55 $14,855 - $16,331
-294 Reduced 6.12%
4,513 $230,000
Q4 2024

Feb 07, 2025
SELL
$50.53 - $55.55 $10,106 - $11,110
-200 Reduced 4.24%
4,513 $230,000
Q2 2024

Jul 15, 2024
BUY
$45.6 - $48.78 $45 - $48
1 Added 0.02%
4,713 $220,000
Q4 2023

Jan 25, 2024
SELL
$38.7 - $46.0 $39,706 - $47,196
-1,026 Reduced 17.88%
4,712 $215,000
Q3 2023

Nov 08, 2023
BUY
$40.51 - $44.22 $81 - $88
2 Added 0.03%
5,738 $235,000
Q2 2023

Aug 08, 2023
BUY
$38.91 - $42.05 $116 - $126
3 Added 0.05%
5,736 $241,000
Q1 2023

Apr 24, 2023
BUY
$39.05 - $45.4 $39 - $45
1 Added 0.02%
5,733 $234,000
Q4 2022

Jan 17, 2023
BUY
$38.62 - $43.71 $154 - $174
4 Added 0.07%
5,732 $0
Q3 2022

Oct 26, 2022
BUY
$37.67 - $44.3 $215,773 - $253,750
5,728 New
5,728 $216,000

Others Institutions Holding DON

# of Institutions
497
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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