Wealthcare Advisory Partners LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 64,873 shares of DON stock, worth $3.12 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

64,873

Previous 68,984 5.96%

Holding current value

$3.12 Million

Previous $3.53 Million 6.27%

% of portfolio

0.09%

Previous 0.1%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$50.53 - $55.55 $207,728 - $228,366	-4,111 Reduced 5.96%	64,873 $3.31 Million
Q3 2024 Nov 04, 2024	SELL	$46.17 - $51.13 $414,006 - $458,482	-8,967 Reduced 11.5%	68,984 $3.53 Million
Q2 2024 Aug 09, 2024	SELL	$45.6 - $48.78 $339,446 - $363,118	-7,444 Reduced 8.72%	77,951 $3.65 Million
Q1 2024 Apr 15, 2024	BUY	$44.21 - $48.77 $698,075 - $770,078	15,790 Added 22.69%	85,395 $4.16 Million
Q4 2023 Feb 06, 2024	BUY	$38.7 - $46.0 $73,917 - $87,860	1,910 Added 2.82%	69,605 $3.18 Million
Q3 2023 Oct 12, 2023	BUY	$40.51 - $44.22 $35,081 - $38,294	866 Added 1.3%	67,695 $2.77 Million
Q2 2023 Jul 17, 2023	SELL	$38.91 - $42.05 $22,879 - $24,725	-588 Reduced 0.87%	66,829 $2.81 Million
Q1 2023 May 04, 2023	SELL	$39.05 - $45.4 $15,698 - $18,250	-402 Reduced 0.59%	67,417 $2.76 Million
Q4 2022 Feb 13, 2023	BUY	$38.62 - $43.71 $231,758 - $262,303	6,001 Added 9.71%	67,819 $2.79 Million
Q3 2022 Nov 14, 2022	SELL	$37.67 - $44.3 $242,067 - $284,671	-6,426 Reduced 9.42%	61,818 $2.33 Million
Q2 2022 Aug 15, 2022	BUY	$38.16 - $45.36 $602,050 - $715,644	15,777 Added 30.07%	68,244 $2.66 Million
Q1 2022 Apr 15, 2022	BUY	$42.12 - $45.3 $675,689 - $726,702	16,042 Added 44.04%	52,467 $2.33 Million
Q4 2021 Feb 11, 2022	SELL	$41.76 - $45.13 $903,435 - $976,342	-21,634 Reduced 37.26%	36,425 $0
Q3 2021 Nov 15, 2021	SELL	$40.05 - $43.23 $209,942 - $226,611	-5,242 Reduced 8.28%	58,059 $2.41 Million
Q2 2021 Aug 16, 2021	BUY	$40.83 - $43.68 $202,761 - $216,914	4,966 Added 8.51%	63,301 $2.66 Million
Q1 2021 Apr 30, 2021	BUY	$34.36 - $41.24 $141,735 - $170,115	4,125 Added 7.61%	58,335 $2.36 Million
Q4 2020 Feb 12, 2021	SELL	$29.07 - $35.03 $124,564 - $150,103	-4,285 Reduced 7.33%	54,210 $1.89 Million
Q3 2020 Oct 29, 2020	SELL	$27.33 - $30.91 $216,016 - $244,312	-7,904 Reduced 11.9%	58,495 $1.69 Million
Q2 2020 Jul 29, 2020	SELL	$22.29 - $32.04 $67,984 - $97,722	-3,050 Reduced 4.39%	66,399 $1.88 Million
Q1 2020 Apr 29, 2020	BUY	$20.48 - $38.6 $71,434 - $134,636	3,488 Added 5.29%	69,449 $1.68 Million
Q4 2019 Jan 29, 2020	BUY	$34.97 - $38.17 $65,393 - $71,377	1,870 Added 2.92%	65,961 $2.51 Million
Q3 2019 Oct 17, 2019	BUY	$33.78 - $36.78 $86,476 - $94,156	2,560 Added 4.16%	64,091 $2.33 Million
Q2 2019 Jul 30, 2019	BUY	$33.9 - $36.88 $62,952 - $68,486	1,857 Added 3.11%	61,531 $2.23 Million
Q1 2019 May 13, 2019	BUY	$31.29 - $36.15 $142,432 - $164,554	4,552 Added 8.26%	59,674 $2.14 Million
Q4 2018 Feb 14, 2019	SELL	$29.98 - $36.73 $1,798 - $2,203	-60 Reduced 0.11%	55,122 $1.74 Million
Q3 2018 Nov 14, 2018	BUY	$36.7 - $37.37 $122,504 - $124,741	3,338 Added 6.44%	55,182 $2.04 Million
Q2 2018 Aug 14, 2018	BUY	N/A	159 Added 0.31%	51,844 $1.86 Million
Q1 2018 May 15, 2018	BUY	N/A	3,300 Added 6.82%	51,685 $1.76 Million
Q4 2017 Feb 14, 2018	BUY	N/A	35,455 Added 274.21%	48,385 $1.71 Million
Q3 2017 Nov 15, 2017	BUY	N/A	12,930	12,930 $1.29 Million

Others Institutions Holding DON

# of Institutions

483

Shares Held

43.7M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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Wealthcare Advisory Partners LLC Wisdomtree Tr U.S. Midcap Divi Transaction History