Strategic Family Wealth Counselors, L.L.C. Wisdomtree Tr U.S. Midcap Divi Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $293 Million
  • Q4 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 26,979 shares of DON stock, worth $1.4 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
26,979
Previous 13,873 94.47%
Holding current value
$1.4 Million
Previous $709,000 93.94%
% of portfolio
0.47%
Previous 0.25%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$50.53 - $55.55 $662,246 - $728,038
13,106 Added 94.47%
26,979 $1.38 Million
Q3 2024

Oct 31, 2024
BUY
$46.17 - $51.13 $461 - $511
10 Added 0.07%
13,873 $709,000
Q2 2024

Aug 14, 2024
BUY
$45.6 - $48.78 $456 - $487
10 Added 0.07%
13,863 $648,000
Q1 2024

May 14, 2024
SELL
$44.21 - $48.77 $52,433 - $57,841
-1,186 Reduced 7.89%
13,853 $675,000
Q4 2023

Jan 29, 2024
BUY
$38.7 - $46.0 $68,499 - $81,420
1,770 Added 13.34%
15,039 $687,000
Q3 2023

Nov 13, 2023
BUY
$40.51 - $44.22 $11,099 - $12,116
274 Added 2.11%
13,269 $543,000
Q2 2023

Aug 10, 2023
BUY
$38.91 - $42.05 $5,758 - $6,223
148 Added 1.15%
12,995 $546,000
Q1 2023

May 15, 2023
BUY
$39.05 - $45.4 $5,154 - $5,992
132 Added 1.04%
12,847 $526,000
Q4 2022

Jan 25, 2023
BUY
$38.62 - $43.71 $491,053 - $555,772
12,715 New
12,715 $0

Others Institutions Holding DON

# of Institutions
478
Shares Held
43.7M
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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