Strategic Financial Concepts, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 324,222 shares of DON stock, worth $16.7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

324,222

Previous 6,632 4788.75%

Holding current value

$16.7 Million

Previous $339 Million 2.12%

% of portfolio

0.06%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$50.53 - $55.55 $16.1 Million - $17.6 Million	-317,710 Reduced 97.99%	6,512 $332 Million
Q4 2024 Jan 27, 2025	BUY	$50.53 - $55.55 $16 Million - $17.6 Million	317,590 Added 4788.75%	324,222 $332 Million
Q3 2024 Nov 12, 2024	SELL	$46.17 - $51.13 $14.9 Million - $16.5 Million	-322,731 Reduced 97.99%	6,632 $339 Million
Q2 2024 Aug 06, 2024	BUY	$45.6 - $48.78 $14.7 Million - $15.7 Million	321,912 Added 4320.39%	329,363 $20.7 Million
Q1 2024 Apr 22, 2024	BUY	$44.21 - $48.77 $329,408 - $363,385	7,451 New	7,451 $363 Million
Q3 2023 Nov 07, 2023	BUY	$40.51 - $44.22 $141,177 - $154,106	3,485 Added 73.17%	8,248 $338 Million
Q2 2023 Sep 06, 2023	BUY	$38.91 - $42.05 $185,328 - $200,284	4,763 New	4,763 $200 Million

Others Institutions Holding DON

# of Institutions

468

Shares Held

43.4M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Strategic Financial Concepts, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History