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

Alpha Omega Wealth Management LLC

  • $521 Million
  • Q4 2024

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 4,836 shares of DON stock, worth $253,358. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,836
Holding current value
$253,358
% of portfolio
0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
458
Shares Held
41.9M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
Track This Portfolio

Track Alpha Omega Wealth Management LLC Portfolio

Follow Alpha Omega Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Omega Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Omega Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email