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

Golden State Wealth Management, LLC

$906 Billion
Q3 2025

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 8,664 shares of DON stock, worth $440,564. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,664

Previous 8,683 0.22%

Holding current value

$440,564

Previous $435 Million 4.11%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$50.02 - $53.28 $950 - $1,012	-19 Reduced 0.22%	8,664 $453 Million
Q2 2025 Aug 06, 2025	SELL	$43.28 - $50.37 $2,769 - $3,223	-64 Reduced 0.73%	8,683 $435 Million
Q1 2025 Apr 24, 2025	SELL	$48.02 - $53.02 $77,168 - $85,203	-1,607 Reduced 15.52%	8,747 $433 Million
Q1 2025 Apr 23, 2025	BUY	$48.02 - $53.02 $95,175 - $105,085	1,982 Added 23.67%	10,354 $512,000
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

495

Shares Held

44.3M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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