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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Modern Wealth Management, LLC holds 188,587 shares of DON stock, worth $9.06 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
188,587
Previous 199,255 5.35%
Holding current value
$9.06 Million
Previous $10.2 Billion 4.41%
% of portfolio
0.34%
Previous 0.62%

Shares

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

Feb 11, 2025
SELL
$50.53 - $55.55 $539,054 - $592,607
-10,668 Reduced 5.35%
188,587 $9.74 Billion
Q3 2024

Nov 05, 2024
BUY
$46.17 - $51.13 $9.2 Million - $10.2 Million
199,255 New
199,255 $10.2 Billion

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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