Bip Wealth, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Bip Wealth, LLC

$1.49 Trillion
Q4 2024

A detailed history of Bip Wealth, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Bip Wealth, LLC holds 53,505 shares of DON stock, worth $2.68 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

53,505

Previous 55,330 3.3%

Holding current value

$2.68 Million

Previous $2.83 Billion 3.6%

% of portfolio

0.18%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$50.53 - $55.55 $92,217 - $101,378	-1,825 Reduced 3.3%	53,505 $2.73 Billion
Q3 2024 Nov 07, 2024	BUY	$46.17 - $51.13 $224,247 - $248,338	4,857 Added 9.62%	55,330 $2.83 Billion
Q2 2024 Aug 08, 2024	SELL	$45.6 - $48.78 $558,052 - $596,969	-12,238 Reduced 19.51%	50,473 $2.36 Billion
Q1 2024 May 08, 2024	SELL	$44.21 - $48.77 $50,222 - $55,402	-1,136 Reduced 1.78%	62,711 $3.06 Billion
Q4 2023 Feb 02, 2024	BUY	$38.7 - $46.0 $148,956 - $177,054	3,849 Added 6.42%	63,847 $2.92 Billion
Q3 2023 Nov 09, 2023	SELL	$40.51 - $44.22 $484,580 - $528,959	-11,962 Reduced 16.62%	59,998 $2.46 Billion
Q2 2023 Jul 27, 2023	SELL	$38.91 - $42.05 $170,698 - $184,473	-4,387 Reduced 5.75%	71,960 $3.03 Billion
Q1 2023 May 10, 2023	BUY	$39.05 - $45.4 $2.98 Million - $3.47 Million	76,347 New	76,347 $3.13 Billion

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

Ticker DON
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