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

United Advisor Group, LLC

  • $476 Million
  • Q4 2024

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 138,257 shares of DON stock, worth $6.93 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
138,257
Previous 124,187 11.33%
Holding current value
$6.93 Million
Previous $6.35 Million 10.98%
% of portfolio
1.48%
Previous 1.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
483
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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