Eisner Amper Wealth Management Corporate Benefits, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 53,254 shares of DON stock, worth $2.8 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

53,254

Previous 59,455 10.43%

Holding current value

$2.8 Million

Previous $2.44 Million 0.08%

% of portfolio

0.89%

Previous 1.09%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 03, 2024	SELL	$38.7 - $46.0 $239,978 - $285,246	-6,201 Reduced 10.43%	53,254 $2.43 Million
Q3 2023 Oct 10, 2023	SELL	$40.51 - $44.22 $2.22 Million - $2.42 Million	-54,763 Reduced 47.95%	59,455 $2.44 Million
Q2 2023 Jul 11, 2023	SELL	$38.91 - $42.05 $49,337 - $53,319	-1,268 Reduced 1.1%	114,218 $4.8 Million
Q1 2023 Apr 04, 2023	SELL	$39.05 - $45.4 $159,363 - $185,277	-4,081 Reduced 3.41%	115,486 $4.73 Million
Q4 2022 Jan 03, 2023	BUY	$38.62 - $43.71 $24,330 - $27,537	630 Added 0.53%	119,567 $4.92 Million
Q3 2022 Oct 03, 2022	SELL	$37.67 - $44.3 $35,824 - $42,129	-951 Reduced 0.79%	118,937 $4.48 Million
Q2 2022 Jul 01, 2022	BUY	$38.16 - $45.36 $48,768 - $57,970	1,278 Added 1.08%	119,888 $4.67 Million
Q1 2022 Apr 01, 2022	SELL	$42.12 - $45.3 $155,801 - $167,564	-3,699 Reduced 3.02%	118,610 $5.27 Million
Q4 2021 Jan 03, 2022	BUY	$41.76 - $45.13 $11,442 - $12,365	274 Added 0.22%	122,309 $5.43 Million
Q3 2021 Oct 01, 2021	BUY	$40.05 - $43.23 $6,808 - $7,349	170 Added 0.14%	122,035 $5.06 Million
Q2 2021 Jul 01, 2021	BUY	$40.83 - $43.68 $145,640 - $155,806	3,567 Added 3.02%	121,865 $5.11 Million
Q1 2021 Apr 01, 2021	SELL	$34.36 - $41.24 $9,964 - $11,959	-290 Reduced 0.24%	118,298 $4.78 Million
Q4 2020 Jan 04, 2021	BUY	$29.07 - $35.03 $76,395 - $92,058	2,628 Added 2.27%	118,588 $4.13 Million
Q3 2020 Oct 01, 2020	BUY	$27.33 - $30.91 $6,231 - $7,047	228 Added 0.2%	115,960 $3.35 Million
Q2 2020 Jul 01, 2020	BUY	$22.29 - $32.04 $144,706 - $208,003	6,492 Added 5.94%	115,732 $3.28 Million
Q1 2020 Apr 01, 2020	BUY	$20.48 - $38.6 $10,567 - $19,917	516 Added 0.47%	109,240 $2.64 Million
Q4 2019 Jan 02, 2020	SELL	$34.97 - $38.17 $46,440 - $50,689	-1,328 Reduced 1.21%	108,724 $4.14 Million
Q3 2019 Oct 01, 2019	BUY	$33.78 - $36.78 $57,763 - $62,893	1,710 Added 1.58%	110,052 $4 Million
Q2 2019 Jul 01, 2019	BUY	$33.9 - $36.88 $18,136 - $19,730	535 Added 0.5%	108,342 $3.92 Million
Q1 2019 Apr 01, 2019	BUY	$31.29 - $36.15 $73,656 - $85,097	2,354 Added 2.23%	107,807 $3.86 Million
Q4 2018 Jan 02, 2019	BUY	$29.98 - $36.73 $56,902 - $69,713	1,898 Added 1.83%	105,453 $3.34 Million
Q3 2018 Oct 02, 2018	BUY	$36.7 - $37.37 $45,508 - $46,338	1,240 Added 1.21%	103,555 $3.82 Million
Q2 2018 Jul 05, 2018	BUY	N/A	1,200 Added 1.19%	102,315 $3.66 Million
Q1 2018 Apr 02, 2018	BUY	N/A	101,115 New	101,115 $3.45 Million

Others Institutions Holding DON

# of Institutions

453

Shares Held

41.1M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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Eisner Amper Wealth Management Corporate Benefits, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History