Principle Wealth Partners LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Principle Wealth Partners LLC holds 24,795 shares of DON stock, worth $1.28 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

24,795

Previous 25,990 4.6%

Holding current value

$1.28 Million

Previous $1.33 Million 4.89%

% of portfolio

0.09%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$50.53 - $55.55 $60,383 - $66,382	-1,195 Reduced 4.6%	24,795 $1.26 Million
Q4 2023 Feb 05, 2024	SELL	$38.7 - $46.0 $170,280 - $202,400	-4,400 Reduced 14.48%	25,990 $1.19 Million
Q3 2023 Nov 01, 2023	SELL	$40.51 - $44.22 $208,626 - $227,733	-5,150 Reduced 14.49%	30,390 $1.24 Million
Q2 2023 Jul 31, 2023	BUY	$38.91 - $42.05 $19,455 - $21,025	500 Added 1.43%	35,540 $1.49 Million
Q1 2023 May 10, 2023	BUY	$39.05 - $45.4 $113,244 - $131,660	2,900 Added 9.02%	35,040 $1.44 Million
Q3 2022 Nov 14, 2022	BUY	$37.67 - $44.3 $137,495 - $161,695	3,650 Added 12.81%	32,140 $1.21 Million
Q2 2022 Aug 02, 2022	SELL	$38.16 - $45.36 $48,844 - $58,060	-1,280 Reduced 4.3%	28,490 $1.11 Million
Q1 2022 May 12, 2022	SELL	$42.12 - $45.3 $45,700 - $49,150	-1,085 Reduced 3.52%	29,770 $1.32 Million
Q4 2021 Feb 11, 2022	BUY	$41.76 - $45.13 $55,540 - $60,022	1,330 Added 4.5%	30,855 $1.37 Million
Q2 2021 Aug 13, 2021	SELL	$40.83 - $43.68 $67,369 - $72,072	-1,650 Reduced 5.29%	29,525 $1.24 Million
Q1 2021 May 18, 2021	BUY	$34.36 - $41.24 $191,557 - $229,913	5,575 Added 21.78%	31,175 $1.26 Million
Q4 2020 Feb 16, 2021	BUY	$29.07 - $35.03 $744,192 - $896,768	25,600 New	25,600 $891,000

Others Institutions Holding DON

# of Institutions

470

Shares Held

43M

Call Options Held

500

Put Options Held

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About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Principle Wealth Partners LLC Wisdomtree Tr U.S. Midcap Divi Transaction History