Marino, Stram & Associates LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Marino, Stram & Associates LLC

  • $445 Million
  • Q4 2024

A detailed history of Marino, Stram & Associates LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Marino, Stram & Associates LLC holds 17,389 shares of DON stock, worth $835,019. This represents 0.2% of its overall portfolio holdings.

Number of Shares
17,389
Previous 17,373 0.09%
Holding current value
$835,019
Previous $888,000 0.23%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Jan 17, 2025
BUY
$50.53 - $55.55 $808 - $888
16 Added 0.09%
17,389 $886,000
Q3 2024

Oct 21, 2024
BUY
$46.17 - $51.13 $692 - $766
15 Added 0.09%
17,373 $888,000
Q2 2024

Jul 18, 2024
BUY
$45.6 - $48.78 $775 - $829
17 Added 0.1%
17,358 $811,000
Q1 2024

Apr 24, 2024
BUY
$44.21 - $48.77 $663 - $731
15 Added 0.09%
17,341 $845,000
Q4 2023

Jan 30, 2024
BUY
$38.7 - $46.0 $696 - $828
18 Added 0.1%
17,326 $791,000
Q3 2023

Oct 30, 2023
BUY
$40.51 - $44.22 $688 - $751
17 Added 0.1%
17,308 $708,000
Q2 2023

Jul 20, 2023
BUY
$38.91 - $42.05 $972 - $1,051
25 Added 0.14%
17,291 $727,000
Q1 2023

Apr 20, 2023
BUY
$39.05 - $45.4 $741 - $862
19 Added 0.11%
17,266 $707,000
Q4 2022

Jan 19, 2023
SELL
$38.62 - $43.71 $5,445 - $6,163
-141 Reduced 0.81%
17,247 $0
Q3 2022

Oct 17, 2022
BUY
$37.67 - $44.3 $2,147 - $2,525
57 Added 0.33%
17,388 $655,000
Q2 2022

Jul 15, 2022
BUY
$38.16 - $45.36 $42,090 - $50,032
1,103 Added 6.8%
17,331 $676,000
Q1 2022

Apr 25, 2022
BUY
$42.12 - $45.3 $294 - $317
7 Added 0.04%
16,228 $721,000
Q4 2021

Jan 20, 2022
SELL
$41.76 - $45.13 $37,834 - $40,887
-906 Reduced 5.29%
16,221 $720,000
Q3 2021

Oct 14, 2021
BUY
$40.05 - $43.23 $685,936 - $740,400
17,127 New
17,127 $710,000
Q2 2021

Jul 22, 2021
SELL
$40.83 - $43.68 $610,939 - $653,583
-14,963 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$34.36 - $41.24 $132,595 - $159,145
3,859 Added 34.75%
14,963 $605,000
Q4 2020

Jan 19, 2021
BUY
$29.07 - $35.03 $62,471 - $75,279
2,149 Added 24.0%
11,104 $387,000
Q3 2020

Oct 22, 2020
SELL
$27.33 - $30.91 $159,087 - $179,927
-5,821 Reduced 39.39%
8,955 $259,000
Q2 2020

Jul 20, 2020
SELL
$22.29 - $32.04 $29,801 - $42,837
-1,337 Reduced 8.3%
14,776 $419,000
Q1 2020

May 05, 2020
BUY
$20.48 - $38.6 $329,994 - $621,961
16,113 New
16,113 $389,000

Others Institutions Holding DON

# of Institutions
483
Shares Held
43.7M
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
Track This Portfolio

Track Marino, Stram & Associates LLC Portfolio

Follow Marino, Stram & Associates LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marino, Stram & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marino, Stram & Associates LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email