United Advisor Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, United Advisor Group, LLC holds 147,559 shares of DON stock, worth $7.5 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

147,559

Previous 145,258 1.58%

Holding current value

$7.5 Million

Previous $7.28 Million 6.0%

% of portfolio

1.12%

Previous 1.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$50.02 - $53.28 $115,096 - $122,597	2,301 Added 1.58%	147,559 $7.72 Million
Q2 2025 Aug 11, 2025	BUY	$43.28 - $50.37 $53,191 - $61,904	1,229 Added 0.85%	145,258 $7.28 Million
Q1 2025 Apr 21, 2025	BUY	$48.02 - $53.02 $277,171 - $306,031	5,772 Added 4.17%	144,029 $7.13 Million
Q4 2024 Feb 24, 2025	BUY	$50.53 - $55.55 $710,957 - $781,588	14,070 Added 11.33%	138,257 $7.05 Million
Q3 2024 Oct 30, 2024	BUY	$46.17 - $51.13 $641,809 - $710,758	13,901 Added 12.6%	124,187 $6.35 Million

Q2 2024 Aug 08, 2024	BUY	$45.6 - $48.78 $909,309 - $972,721	19,941 Added 22.07%	110,286 $5.16 Million
Q1 2024 May 14, 2024	BUY	$44.21 - $48.77 $3.99 Million - $4.41 Million	90,345 New	90,345 $4.41 Million

Others Institutions Holding DON

# of Institutions

497

Shares Held

44.5M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Account

United Advisor Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History