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

Cornerstone Wealth Management, LLC

  • $1.73 Billion
  • Q3 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 143,038 shares of DON stock, worth $7.27 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
143,038
Previous 142,016 0.72%
Holding current value
$7.27 Million
Previous $7.12 Million 5.1%
% of portfolio
0.43%
Previous 0.45%

Shares

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

Nov 03, 2025
BUY
$50.02 - $53.28 $51,120 - $54,452
1,022 Added 0.72%
143,038 $7.48 Million
Q2 2025

Aug 12, 2025
BUY
$43.28 - $50.37 $163,511 - $190,297
3,778 Added 2.73%
142,016 $7.12 Million
Q1 2025

Apr 18, 2025
BUY
$48.02 - $53.02 $90,805 - $100,260
1,891 Added 1.39%
138,238 $6.8 Million
Q4 2024

Jan 17, 2025
BUY
$50.53 - $55.55 $8,590 - $9,443
170 Added 0.12%
136,347 $6.95 Million
Q3 2024

Oct 16, 2024
BUY
$46.17 - $51.13 $154,207 - $170,774
3,340 Added 2.51%
136,177 $6.96 Million
Q2 2024

Jul 16, 2024
BUY
$45.6 - $48.78 $88,144 - $94,291
1,933 Added 1.48%
132,837 $6.21 Million
Q1 2024

Apr 19, 2024
BUY
$44.21 - $48.77 $371,452 - $409,765
8,402 Added 6.86%
130,904 $6.38 Million
Q4 2023

Jan 10, 2024
BUY
$38.7 - $46.0 $52,825 - $62,790
1,365 Added 1.13%
122,502 $5.6 Million
Q3 2023

Nov 06, 2023
BUY
$40.51 - $44.22 $146,119 - $159,501
3,607 Added 3.07%
121,137 $4.96 Million
Q2 2023

Jul 14, 2023
BUY
$38.91 - $42.05 $650,808 - $703,328
16,726 Added 16.59%
117,530 $4.94 Million
Q1 2023

May 15, 2023
SELL
$39.05 - $45.4 $35,847 - $41,677
-918 Reduced 0.9%
100,804 $4.13 Million
Q3 2022

Oct 14, 2022
BUY
$37.67 - $44.3 $9,342 - $10,986
248 Added 0.24%
101,722 $3.83 Million
Q2 2022

Aug 04, 2022
BUY
$38.16 - $45.36 $158,135 - $187,971
4,144 Added 4.26%
101,474 $3.96 Million
Q1 2022

Apr 21, 2022
BUY
$42.12 - $45.3 $233,681 - $251,324
5,548 Added 6.04%
97,330 $4.32 Million
Q4 2021

Feb 14, 2022
BUY
$41.76 - $45.13 $77,464 - $83,716
1,855 Added 2.06%
91,782 $4.08 Million
Q3 2021

Nov 12, 2021
BUY
$40.05 - $43.23 $189,917 - $204,996
4,742 Added 5.57%
89,927 $3.73 Million
Q2 2021

Aug 09, 2021
BUY
$40.83 - $43.68 $682,677 - $730,329
16,720 Added 24.42%
85,185 $3.57 Million
Q1 2021

Apr 30, 2021
BUY
$34.36 - $41.24 $206,709 - $248,099
6,016 Added 9.63%
68,465 $2.77 Million
Q4 2020

Jan 29, 2021
BUY
$29.07 - $35.03 $152,152 - $183,347
5,234 Added 9.15%
62,449 $2.17 Million
Q3 2020

Oct 13, 2020
BUY
$27.33 - $30.91 $108,172 - $122,341
3,958 Added 7.43%
57,215 $1.66 Million
Q2 2020

Jul 16, 2020
SELL
$22.29 - $32.04 $234,780 - $337,477
-10,533 Reduced 16.51%
53,257 $1.51 Million
Q1 2020

May 13, 2020
BUY
$20.48 - $38.6 $99,717 - $187,943
4,869 Added 8.26%
63,790 $1.54 Million
Q4 2019

Feb 20, 2020
BUY
$34.97 - $38.17 $174,010 - $189,933
4,976 Added 9.22%
58,921 $2.24 Million
Q3 2019

Oct 29, 2019
BUY
$33.78 - $36.78 $67,965 - $74,001
2,012 Added 3.87%
53,945 $1.96 Million
Q2 2019

Aug 02, 2019
SELL
$33.9 - $36.88 $169,737 - $184,658
-5,007 Reduced 8.79%
51,933 $1.87 Million
Q1 2019

May 13, 2019
BUY
$31.29 - $36.15 $256,828 - $296,719
8,208 Added 16.84%
56,940 $4.11 Million
Q4 2018

Feb 13, 2019
SELL
$29.98 - $36.73 $38 Million - $46.6 Million
-1,268,780 Reduced 96.3%
48,732 $1.54 Million
Q3 2018

Oct 19, 2018
BUY
$36.7 - $37.37 $1.6 Million - $1.63 Million
43,507 Added 3.41%
1,317,512 $13.1 Million
Q2 2018

Jul 20, 2018
BUY
N/A
1,239,923 Added 3638.06%
1,274,005 $35.7 Million
Q1 2018

Apr 24, 2018
SELL
N/A
-476 Reduced 1.38%
34,082 $1.14 Million
Q4 2017

Feb 09, 2018
BUY
N/A
21,430 Added 163.24%
34,558 $1.24 Million
Q3 2017

Nov 14, 2017
BUY
N/A
35 Added 0.27%
13,128 $1.32 Million
Q2 2017

Aug 11, 2017
BUY
N/A
13,093
13,093 $1.27 Million

Others Institutions Holding DON

# of Institutions
497
Shares Held
44.5M
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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