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

Bcgm Wealth Management, LLC

$287 Million
Q3 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 8,223 shares of DON stock, worth $433,023. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,223

Previous 8,191 0.39%

Holding current value

$433,023

Previous $383,000 9.66%

% of portfolio

0.15%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$46.17 - $51.13 $1,477 - $1,636	32 Added 0.39%	8,223 $420,000
Q2 2024 Jul 30, 2024	SELL	$45.6 - $48.78 $8,390 - $8,975	-184 Reduced 2.2%	8,191 $383,000
Q1 2024 May 07, 2024	BUY	$44.21 - $48.77 $1,458 - $1,609	33 Added 0.4%	8,375 $408,000
Q4 2023 Feb 08, 2024	SELL	$38.7 - $46.0 $15,363 - $18,262	-397 Reduced 4.54%	8,342 $381,000
Q3 2023 Nov 08, 2023	BUY	$40.51 - $44.22 $15,879 - $17,334	392 Added 4.7%	8,739 $357,000
Q2 2023 Aug 07, 2023	BUY	$38.91 - $42.05 $324,781 - $350,991	8,347 New	8,347 $350,000
Q4 2022 Feb 07, 2023	BUY	$38.62 - $43.71 $1,969 - $2,229	51 Added 0.62%	8,255 $339,000
Q3 2022 Nov 03, 2022	BUY	$37.67 - $44.3 $1,054 - $1,240	28 Added 0.34%	8,204 $336,000
Q2 2022 Aug 01, 2022	BUY	$38.16 - $45.36 $992 - $1,179	26 Added 0.32%	8,176 $346,000
Q1 2022 May 02, 2022	BUY	$42.12 - $45.3 $673 - $724	16 Added 0.2%	8,150 $0
Q4 2021 Feb 01, 2022	BUY	$41.76 - $45.13 $751 - $812	18 Added 0.22%	8,134 $361,000
Q3 2021 Nov 01, 2021	BUY	$40.05 - $43.23 $10,092 - $10,893	252 Added 3.2%	8,116 $351,000
Q2 2021 Aug 02, 2021	BUY	$40.83 - $43.68 $3,307 - $3,538	81 Added 1.04%	7,864 $329,000
Q1 2021 Apr 21, 2021	SELL	$34.36 - $41.24 $8,349 - $10,021	-243 Reduced 3.03%	7,783 $321,000
Q4 2020 Feb 16, 2021	BUY	$29.07 - $35.03 $233,315 - $281,150	8,026 New	8,026 $304,000

Others Institutions Holding DON

# of Institutions

455

Shares Held

41.1M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Bcgm Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History