Wealth Enhancement Advisory Services, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49.5 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 241,232 shares of DON stock, worth $11.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
241,232
Previous 238,636 1.09%
Holding current value
$11.9 Million
Previous $12.2 Million 1.09%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Mar 17, 2025
BUY
$50.53 - $55.55 $131,175 - $144,207
2,596 Added 1.09%
241,232 $12.3 Million
Q3 2024

Oct 23, 2024
SELL
$46.17 - $51.13 $290,547 - $321,761
-6,293 Reduced 2.57%
238,636 $12.2 Million
Q2 2024

Jul 16, 2024
BUY
$45.6 - $48.78 $2 Million - $2.14 Million
43,806 Added 21.78%
244,929 $11.5 Million
Q1 2024

Apr 15, 2024
SELL
$44.21 - $48.77 $343,290 - $378,699
-7,765 Reduced 3.72%
201,123 $9.81 Million
Q4 2023

Jan 30, 2024
SELL
$38.7 - $46.0 $1.29 Million - $1.53 Million
-33,326 Reduced 13.76%
208,888 $9.54 Million
Q3 2023

Nov 13, 2023
BUY
$40.51 - $44.22 $9.81 Million - $10.7 Million
242,214 New
242,214 $9.92 Million
Q2 2022

Jul 18, 2022
SELL
$38.16 - $45.36 $3.64 Million - $4.33 Million
-95,496 Reduced 84.32%
17,756 $702,000
Q1 2022

Apr 18, 2022
SELL
$42.12 - $45.3 $5.31 Million - $5.71 Million
-126,051 Reduced 52.67%
113,252 $5.03 Million
Q4 2021

Feb 08, 2022
BUY
$41.76 - $45.13 $6.57 Million - $7.1 Million
157,383 Added 192.12%
239,303 $10.3 Million
Q3 2021

Nov 03, 2021
BUY
$40.05 - $43.23 $3.28 Million - $3.54 Million
81,920 New
81,920 $3.58 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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email