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

Team Financial Group, LLC

$174 Billion
Q4 2024

A detailed history of Team Financial Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Team Financial Group, LLC holds 53,315 shares of DON stock, worth $2.76 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

53,315

Previous 81,419 34.52%

Holding current value

$2.76 Million

Previous $4.16 Billion 34.72%

% of portfolio

1.56%

Previous 2.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$50.53 - $55.55 $1.42 Million - $1.56 Million	-28,104 Reduced 34.52%	53,315 $2.72 Billion
Q3 2024 Oct 23, 2024	SELL	$46.17 - $51.13 $550,023 - $609,111	-11,913 Reduced 12.76%	81,419 $4.16 Billion
Q2 2024 Aug 13, 2024	BUY	$45.6 - $48.78 $45,463 - $48,633	997 Added 1.08%	93,332 $4.37 Billion
Q1 2024 May 10, 2024	SELL	$44.21 - $48.77 $607,931 - $670,636	-13,751 Reduced 12.96%	92,335 $4.5 Billion
Q4 2023 Feb 14, 2024	BUY	$38.7 - $46.0 $43,498 - $51,704	1,124 Added 1.07%	106,086 $4.85 Billion
Q3 2023 Nov 15, 2023	BUY	$40.51 - $44.22 $4.25 Million - $4.64 Million	104,962 New	104,962 $4.3 Billion

Others Institutions Holding DON

# of Institutions

478

Shares Held

43.6M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Team Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Team Financial Group, LLC with notifications on news.

Account

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