Beacon Financial Advisory LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Beacon Financial Advisory LLC

  • $298 Million
  • Q1 2025

A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 7,554 shares of DON stock, worth $358,361. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,554
Previous 4,559 65.69%
Holding current value
$358,361
Previous $232,000 61.21%
% of portfolio
0.13%
Previous 0.08%

Shares

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

Apr 24, 2025
BUY
$48.02 - $53.02 $143,819 - $158,794
2,995 Added 65.69%
7,554 $374,000
Q4 2024

Jan 27, 2025
BUY
$50.53 - $55.55 $230,366 - $253,252
4,559 New
4,559 $232,000

Others Institutions Holding DON

# of Institutions
489
Shares Held
43.6M
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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