Goldstone Financial Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Goldstone Financial Group, LLC

$638 Billion
Q4 2024

A detailed history of Goldstone Financial Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 160,340 shares of DON stock, worth $8.44 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

160,340

Previous 148,801 7.75%

Holding current value

$8.44 Million

Previous $7.61 Billion 7.42%

% of portfolio

1.28%

Previous 1.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$50.53 - $55.55 $583,065 - $640,991	11,539 Added 7.75%	160,340 $8.17 Billion
Q3 2024 Oct 28, 2024	BUY	$46.17 - $51.13 $6.87 Million - $7.61 Million	148,801 New	148,801 $7.61 Billion
Q2 2024 Jan 15, 2025	SELL	$45.6 - $48.78 $1.57 Million - $1.67 Million	-34,336 Reduced 21.41%	126,004 $5.89 Billion
Q1 2024 Jan 15, 2025	BUY	$44.21 - $48.77 $258,584 - $285,255	5,849 Added 5.87%	105,569 $5.15 Billion
Q4 2023 Jan 15, 2025	BUY	$38.7 - $46.0 $1.27 Million - $1.51 Million	32,768 Added 48.94%	99,720 $4.56 Billion
Q3 2023 Jan 15, 2025	BUY	$40.51 - $44.22 $575,039 - $627,702	14,195 Added 26.91%	66,952 $2.74 Billion
Q2 2023 Jan 15, 2025	BUY	$38.91 - $42.05 $560,148 - $605,351	14,396 Added 37.53%	52,757 $2.22 Billion
Q1 2023 Jan 15, 2025	SELL	$39.05 - $45.4 $4.76 Million - $5.54 Million	-121,979 Reduced 76.08%	38,361 $1.57 Billion

Others Institutions Holding DON

# of Institutions

455

Shares Held

41.1M

Call Options Held

500

Put Options Held

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About WISDOMTREE TR U.S. MIDCAP DIVI

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Goldstone Financial Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History