Bcgm Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Bcgm Wealth Management, LLC

  • $272 Million
  • Q2 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 8,191 shares of DON stock, worth $427,979. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,191
Previous 8,375 2.2%
Holding current value
$427,979
Previous $408,000 6.13%
% of portfolio
0.14%
Previous 0.15%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$45.6 - $48.78 $8,390 - $8,975
-184 Reduced 2.2%
8,191 $383,000
Q1 2024

May 07, 2024
BUY
$44.21 - $48.77 $1,458 - $1,609
33 Added 0.4%
8,375 $408,000
Q4 2023

Feb 08, 2024
SELL
$38.7 - $46.0 $15,363 - $18,262
-397 Reduced 4.54%
8,342 $381,000
Q3 2023

Nov 08, 2023
BUY
$40.51 - $44.22 $15,879 - $17,334
392 Added 4.7%
8,739 $357,000
Q2 2023

Aug 07, 2023
BUY
$38.91 - $42.05 $324,781 - $350,991
8,347 New
8,347 $350,000
Q4 2022

Feb 07, 2023
BUY
$38.62 - $43.71 $1,969 - $2,229
51 Added 0.62%
8,255 $339,000
Q3 2022

Nov 03, 2022
BUY
$37.67 - $44.3 $1,054 - $1,240
28 Added 0.34%
8,204 $336,000
Q2 2022

Aug 01, 2022
BUY
$38.16 - $45.36 $992 - $1,179
26 Added 0.32%
8,176 $346,000
Q1 2022

May 02, 2022
BUY
$42.12 - $45.3 $673 - $724
16 Added 0.2%
8,150 $0
Q4 2021

Feb 01, 2022
BUY
$41.76 - $45.13 $751 - $812
18 Added 0.22%
8,134 $361,000
Q3 2021

Nov 01, 2021
BUY
$40.05 - $43.23 $10,092 - $10,893
252 Added 3.2%
8,116 $351,000
Q2 2021

Aug 02, 2021
BUY
$40.83 - $43.68 $3,307 - $3,538
81 Added 1.04%
7,864 $329,000
Q1 2021

Apr 21, 2021
SELL
$34.36 - $41.24 $8,349 - $10,021
-243 Reduced 3.03%
7,783 $321,000
Q4 2020

Feb 16, 2021
BUY
$29.07 - $35.03 $233,315 - $281,150
8,026 New
8,026 $304,000

Others Institutions Holding DON

# of Institutions
437
Shares Held
41.3M
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
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