Beacon Financial Advisory LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,645 shares of DON stock, worth $287,048. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,645
Previous 6,245 9.61%
Holding current value
$287,048
Previous $312,000 5.45%
% of portfolio
0.08%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$50.02 - $53.28 $30,012 - $31,968
-600 Reduced 9.61%
5,645 $295,000
Q2 2025

Jul 22, 2025
SELL
$43.28 - $50.37 $56,653 - $65,934
-1,309 Reduced 17.33%
6,245 $312,000
Q1 2025

Apr 24, 2025
BUY
$48.02 - $53.02 $143,819 - $158,794
2,995 Added 65.69%
7,554 $374,000
Q4 2024

Jan 27, 2025
BUY
$50.53 - $55.55 $230,366 - $253,252
4,559 New
4,559 $232,000

Others Institutions Holding DON

# of Institutions
496
Shares Held
44.5M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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  • Ticker DON
  • Sector ETFs
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