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

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 8,163 shares of DON stock, worth $415,088. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,163
Previous 6,708 21.69%
Holding current value
$415,088
Previous $336,000 26.79%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$50.02 - $53.28 $72,779 - $77,522
1,455 Added 21.69%
8,163 $426,000
Q2 2025

Aug 04, 2025
SELL
$43.28 - $50.37 $2,293 - $2,669
-53 Reduced 0.78%
6,708 $336,000
Q1 2025

Apr 29, 2025
BUY
$48.02 - $53.02 $240 - $265
5 Added 0.07%
6,761 $334,000
Q4 2024

Feb 12, 2025
BUY
$50.53 - $55.55 $341,380 - $375,295
6,756 New
6,756 $344,000

Others Institutions Holding DON

# of Institutions
495
Shares Held
44.3M
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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