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

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 8,372 shares of DON stock, worth $435,846. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,372
Previous 6,626 26.35%
Holding current value
$435,846
Previous $294,000 145056.46%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 28, 2025
BUY
$50.53 - $55.55 $88,225 - $96,990
1,746 Added 26.35%
8,372 $427 Million
Q1 2022

May 19, 2022
BUY
$42.12 - $45.3 $279,087 - $300,157
6,626 New
6,626 $294,000
Q1 2022

May 16, 2022
SELL
$42.12 - $45.3 $354,439 - $381,199
-8,415 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$41.76 - $45.13 $351,410 - $379,768
8,415 New
8,415 $373,000
Q1 2021

May 14, 2021
SELL
$34.36 - $41.24 $1.02 Million - $1.22 Million
-29,699 Closed
0 $0
Q4 2020

Jan 28, 2021
SELL
$29.07 - $35.03 $113,489 - $136,757
-3,904 Reduced 11.62%
29,699 $1.03 Million
Q3 2020

Nov 12, 2020
SELL
$27.33 - $30.91 $868,711 - $982,505
-31,786 Reduced 48.61%
33,603 $971,000
Q2 2020

Aug 13, 2020
BUY
$22.29 - $32.04 $1.46 Million - $2.1 Million
65,389 New
65,389 $1.85 Million
Q2 2020

Aug 11, 2020
SELL
$22.29 - $32.04 $61,186 - $87,949
-2,745 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$20.48 - $38.6 $56,217 - $105,957
2,745 New
2,745 $66,000

Others Institutions Holding DON

# of Institutions
468
Shares Held
43.1M
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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