Bartlett & Co. Wealth Management LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 425 shares of DON stock, worth $22,265. This represents 0.0% of its overall portfolio holdings.

Number of Shares
425
Previous 425 -0.0%
Holding current value
$22,265
Previous $21.7 Million 0.3%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$46.17 - $51.13 $84,167 - $93,209
-1,823 Reduced 81.09%
425 $21.7 Million
Q1 2024

May 09, 2024
BUY
$44.21 - $48.77 $80,594 - $88,907
1,823 Added 428.94%
2,248 $110 Million
Q1 2022

Feb 14, 2024
BUY
$42.12 - $45.3 $1,347 - $1,449
32 Added 8.14%
425 $18.9 Million
Q1 2021

Feb 13, 2024
SELL
$34.36 - $41.24 $30,168 - $36,208
-878 Reduced 69.08%
393 $15.9 Million
Q4 2020

Feb 13, 2024
BUY
$29.07 - $35.03 $25,523 - $30,756
878 Added 223.41%
1,271 $44.2 Million
Q1 2018

Feb 13, 2024
BUY
N/A
393 New
393 $13.4 Million

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 Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email