Alpha Omega Wealth Management LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Alpha Omega Wealth Management LLC

  • $510 Million
  • Q1 2025

A detailed history of Alpha Omega Wealth Management LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 5,460 shares of DON stock, worth $267,594. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,460
Previous 4,836 12.9%
Holding current value
$267,594
Previous $246,000 8.94%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$48.02 - $53.02 $29,964 - $33,084
624 Added 12.9%
5,460 $268,000
Q4 2024

Jan 23, 2025
BUY
$50.53 - $55.55 $244,363 - $268,639
4,836 New
4,836 $246,000
Q2 2022

Jul 21, 2022
BUY
$38.16 - $45.36 $54,645 - $64,955
1,432 Added 31.0%
6,051 $236,000
Q1 2022

Apr 29, 2022
SELL
$42.12 - $45.3 $968 - $1,041
-23 Reduced 0.5%
4,619 $205,000
Q4 2021

Jan 18, 2022
BUY
$41.76 - $45.13 $193,849 - $209,493
4,642 New
4,642 $209,000

Others Institutions Holding DON

# of Institutions
492
Shares Held
44.7M
Call Options Held
500
Put Options Held
237
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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