Marion Wealth Management Wisdomtree Tr U.S. Midcap Divi Transaction History

Marion Wealth Management

  • $373 Million
  • Q3 2024

A detailed history of Marion Wealth Management transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Marion Wealth Management holds 257,151 shares of DON stock, worth $13.2 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares
257,151
Previous 247,269 4.0%
Holding current value
$13.2 Million
Previous $11.6 Million 13.7%
% of portfolio
3.53%
Previous 3.4%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$46.17 - $51.13 $456,251 - $505,266
9,882 Added 4.0%
257,151 $13.1 Million
Q2 2024

Jul 09, 2024
BUY
$45.6 - $48.78 $175,058 - $187,266
3,839 Added 1.58%
247,269 $11.6 Million
Q1 2024

Apr 08, 2024
SELL
$44.21 - $48.77 $89,878 - $99,149
-2,033 Reduced 0.83%
243,430 $11.9 Million
Q4 2023

Jan 10, 2024
BUY
$38.7 - $46.0 $283,554 - $337,042
7,327 Added 3.08%
245,463 $11.2 Million
Q3 2023

Oct 18, 2023
BUY
$40.51 - $44.22 $295,074 - $322,098
7,284 Added 3.16%
238,136 $9.75 Million
Q2 2023

Jul 24, 2023
BUY
$38.91 - $42.05 $335,948 - $363,059
8,634 Added 3.89%
230,852 $9.71 Million
Q1 2023

Apr 24, 2023
BUY
$39.05 - $45.4 $707,429 - $822,466
18,116 Added 8.88%
222,218 $9.11 Million
Q4 2022

Jan 19, 2023
BUY
$38.62 - $43.71 $1.38 Million - $1.56 Million
35,688 Added 21.19%
204,102 $0
Q3 2022

Nov 10, 2022
BUY
$37.67 - $44.3 $488,956 - $575,014
12,980 Added 8.35%
168,414 $6.34 Million
Q2 2022

Jul 27, 2022
BUY
$38.16 - $45.36 $538,094 - $639,621
14,101 Added 9.98%
155,434 $6.06 Million
Q1 2022

Apr 08, 2022
BUY
$42.12 - $45.3 $5,222 - $5,617
124 Added 0.09%
141,333 $6.28 Million
Q4 2021

Feb 14, 2022
BUY
$41.76 - $45.13 $5.9 Million - $6.37 Million
141,209 New
141,209 $6.26 Million

Others Institutions Holding DON

# of Institutions
449
Shares Held
41M
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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