Yarger Wealth Strategies, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Yarger Wealth Strategies, LLC

$153 Million
Q4 2024

A detailed history of Yarger Wealth Strategies, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 37,688 shares of DON stock, worth $1.81 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

37,688

Previous 39,763 5.22%

Holding current value

$1.81 Million

Previous $2.03 Million 5.56%

% of portfolio

1.25%

Previous 1.28%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$50.53 - $55.55 $104,849 - $115,266	-2,075 Reduced 5.22%	37,688 $1.92 Million
Q3 2024 Oct 07, 2024	SELL	$46.17 - $51.13 $4,062 - $4,499	-88 Reduced 0.22%	39,763 $2.03 Million
Q2 2024 Aug 09, 2024	BUY	$45.6 - $48.78 $11,263 - $12,048	247 Added 0.62%	39,851 $1.86 Million
Q1 2024 Apr 29, 2024	BUY	$44.21 - $48.77 $9,991 - $11,022	226 Added 0.57%	39,604 $1.93 Million
Q4 2023 Jan 18, 2024	SELL	$38.7 - $46.0 $92,918 - $110,446	-2,401 Reduced 5.75%	39,378 $1.8 Million
Q3 2023 Oct 16, 2023	BUY	$40.51 - $44.22 $11,221 - $12,248	277 Added 0.67%	41,779 $1.71 Million
Q2 2023 Jul 27, 2023	SELL	$38.91 - $42.05 $43,890 - $47,432	-1,128 Reduced 2.65%	41,502 $1.75 Million
Q1 2023 Apr 13, 2023	BUY	$39.05 - $45.4 $117 - $136	3 Added 0.01%	42,630 $1.75 Million
Q4 2022 Jan 25, 2023	BUY	$38.62 - $43.71 $15,486 - $17,527	401 Added 0.95%	42,627 $0
Q3 2022 Nov 14, 2022	BUY	$37.67 - $44.3 $11,753 - $13,821	312 Added 0.74%	42,226 $1.59 Million
Q2 2022 Aug 12, 2022	BUY	$38.16 - $45.36 $11,524 - $13,698	302 Added 0.73%	41,914 $1.66 Million
Q1 2022 Apr 15, 2022	BUY	$42.12 - $45.3 $5,644 - $6,070	134 Added 0.32%	41,612 $1.85 Million
Q4 2021 Feb 15, 2022	BUY	$41.76 - $45.13 $1.73 Million - $1.87 Million	41,478 New	41,478 $1.84 Million

Others Institutions Holding DON

# of Institutions

483

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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Yarger Wealth Strategies, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History