A detailed history of Meridian Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 78,212 shares of DON stock, worth $4.03 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
78,212
Previous 70,712 10.61%
Holding current value
$4.03 Million
Previous $3.31 Million 20.9%
% of portfolio
0.2%
Previous 0.4%

Shares

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

Nov 12, 2024

BUY
$46.17 - $51.13 $346,275 - $383,475
7,500 Added 10.61%
78,212 $4 Million
Q2 2024

Aug 08, 2024

BUY
$45.6 - $48.78 $3.22 Million - $3.45 Million
70,712 New
70,712 $3.31 Million
Q4 2023

Feb 08, 2024

BUY
$38.7 - $46.0 $2.51 Million - $2.99 Million
64,909 New
64,909 $2.97 Million
Q4 2021

Jan 27, 2022

SELL
$41.76 - $45.13 $238,282 - $257,511
-5,706 Closed
0 $0
Q3 2021

Oct 15, 2021

BUY
$40.05 - $43.23 $228,525 - $246,670
5,706 New
5,706 $237,000

Others Institutions Holding DON

About WISDOMTREE TR U.S. MIDCAP DIVI


  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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