United Capital Financial Advisers, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 64,083 shares of DON stock, worth $3.27 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
64,083
Previous 67,329 4.82%
Holding current value
$3.27 Million
Previous $3.44 Million 5.11%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Feb 13, 2025
SELL
$50.53 - $55.55 $164,020 - $180,315
-3,246 Reduced 4.82%
64,083 $3.27 Million
Q3 2024

Nov 12, 2024
SELL
$46.17 - $51.13 $149,175 - $165,201
-3,231 Reduced 4.58%
67,329 $3.44 Million
Q2 2024

Aug 14, 2024
SELL
$45.6 - $48.78 $540,314 - $577,994
-11,849 Reduced 14.38%
70,560 $3.3 Million
Q1 2024

May 15, 2024
SELL
$44.21 - $48.77 $2.42 Million - $2.67 Million
-54,816 Reduced 39.95%
82,409 $4.02 Million
Q4 2023

Feb 14, 2024
SELL
$38.7 - $46.0 $15.7 Million - $18.7 Million
-406,575 Reduced 74.77%
137,225 $6.27 Million
Q3 2023

Nov 14, 2023
SELL
$40.51 - $44.22 $245,814 - $268,326
-6,068 Reduced 1.1%
543,800 $22.3 Million
Q2 2023

Aug 14, 2023
BUY
$38.91 - $42.05 $393,419 - $425,167
10,111 Added 1.87%
549,868 $23.1 Million
Q1 2023

Aug 14, 2023
SELL
$39.05 - $45.4 $394,834 - $459,039
-10,111 Reduced 1.84%
539,757 $22.1 Million
Q1 2023

May 15, 2023
BUY
$39.05 - $45.4 $258,823 - $300,911
6,628 Added 1.24%
539,757 $22.1 Million
Q4 2022

Feb 14, 2023
BUY
$38.62 - $43.71 $460,697 - $521,416
11,929 Added 2.29%
533,129 $21.9 Million
Q3 2022

Nov 14, 2022
BUY
$37.67 - $44.3 $194,226 - $228,410
5,156 Added 1.0%
521,200 $19.6 Million
Q2 2022

Aug 11, 2022
BUY
$38.16 - $45.36 $277,881 - $330,311
7,282 Added 1.43%
516,044 $20.1 Million
Q1 2022

May 16, 2022
BUY
$42.12 - $45.3 $538,756 - $579,432
12,791 Added 2.58%
508,762 $22.6 Million
Q4 2021

Feb 14, 2022
BUY
$41.76 - $45.13 $634,543 - $685,750
15,195 Added 3.16%
495,971 $22 Million
Q3 2021

Nov 15, 2021
BUY
$40.05 - $43.23 $555,093 - $599,167
13,860 Added 2.97%
480,776 $19.9 Million
Q2 2021

Aug 13, 2021
BUY
$40.83 - $43.68 $913,571 - $977,340
22,375 Added 5.03%
466,916 $19.6 Million
Q1 2021

May 14, 2021
BUY
$34.36 - $41.24 $360,745 - $432,978
10,499 Added 2.42%
444,541 $18 Million
Q4 2020

Feb 17, 2021
BUY
$29.07 - $35.03 $328,839 - $396,259
11,312 Added 2.68%
434,042 $15.1 Million
Q3 2020

Nov 13, 2020
BUY
$27.33 - $30.91 $528,124 - $597,304
19,324 Added 4.79%
422,730 $12.2 Million
Q2 2020

Aug 13, 2020
BUY
$22.29 - $32.04 $35,820 - $51,488
1,607 Added 0.4%
403,406 $11.4 Million
Q1 2020

May 15, 2020
BUY
$20.48 - $38.6 $288,993 - $544,684
14,111 Added 3.64%
401,799 $9.71 Million
Q4 2019

Feb 14, 2020
BUY
$34.97 - $38.17 $316,583 - $345,553
9,053 Added 2.39%
387,688 $14.7 Million
Q3 2019

Nov 14, 2019
BUY
$33.78 - $36.78 $203,862 - $221,967
6,035 Added 1.62%
378,635 $13.7 Million
Q2 2019

Aug 13, 2019
BUY
$33.9 - $36.88 $316,795 - $344,643
9,345 Added 2.57%
372,600 $13.5 Million
Q1 2019

May 14, 2019
BUY
$31.29 - $36.15 $246,408 - $284,681
7,875 Added 2.22%
363,255 $13 Million
Q4 2018

Feb 14, 2019
SELL
$29.98 - $36.73 $30,939 - $37,905
-1,032 Reduced 0.29%
355,380 $11.2 Million
Q3 2018

Nov 14, 2018
BUY
$36.7 - $37.37 $264,203 - $269,026
7,199 Added 2.06%
356,412 $13.1 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-1,464 Reduced 0.42%
349,213 $12.5 Million
Q1 2018

May 15, 2018
BUY
N/A
350,677 New
350,677 $12 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-111,864 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
2,759 Added 2.53%
111,864 $11.2 Million
Q2 2017

Aug 14, 2017
BUY
N/A
109,105
109,105 $10.7 Million

Others Institutions Holding DON

# of Institutions
482
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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