Trajan Wealth LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Trajan Wealth LLC

$1.81 Trillion
Q4 2024

A detailed history of Trajan Wealth LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Trajan Wealth LLC holds 431,033 shares of DON stock, worth $22.1 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

431,033

Previous 440,000 2.04%

Holding current value

$22.1 Million

Previous $22.5 Billion 2.34%

% of portfolio

1.22%

Previous 1.33%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$50.53 - $55.55 $453,102 - $498,116	-8,967 Reduced 2.04%	431,033 $22 Billion
Q3 2024 Oct 25, 2024	BUY	$46.17 - $51.13 $140,818 - $155,946	3,050 Added 0.7%	440,000 $22.5 Billion
Q2 2024 Jul 26, 2024	SELL	$45.6 - $48.78 $438,261 - $468,824	-9,611 Reduced 2.15%	436,950 $20.4 Billion
Q1 2024 May 14, 2024	BUY	$44.21 - $48.77 $19.7 Million - $21.8 Million	446,561 New	446,561 $21.8 Billion

Others Institutions Holding DON

# of Institutions

478

Shares Held

43.7M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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