Berger Financial Group, Inc Wisdomtree Tr U.S. Midcap Divi Transaction History

Berger Financial Group, Inc

$1.22 Billion
Q4 2024

A detailed history of Berger Financial Group, Inc transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Berger Financial Group, Inc holds 4,519 shares of DON stock, worth $225,272. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,519

Previous 5,105 11.48%

Holding current value

$225,272

Previous $261,000 11.88%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$50.53 - $55.55 $29,610 - $32,552	-586 Reduced 11.48%	4,519 $230,000
Q3 2024 Nov 12, 2024	BUY	$46.17 - $51.13 $46 - $51	1 Added 0.02%	5,105 $261,000
Q2 2024 Aug 14, 2024	BUY	$45.6 - $48.78 $45 - $48	1 Added 0.02%	5,104 $238,000
Q1 2024 Apr 16, 2024	BUY	$44.21 - $48.77 $225,603 - $248,873	5,103 New	5,103 $248,000
Q4 2021 Jan 26, 2022	BUY	$41.76 - $45.13 $1,002 - $1,083	24 Added 0.39%	6,134 $272,000
Q3 2021 Oct 28, 2021	BUY	$40.05 - $43.23 $8,009 - $8,646	200 Added 3.38%	6,110 $253,000
Q1 2021 May 12, 2021	SELL	$34.36 - $41.24 $1.13 Million - $1.36 Million	-32,887 Reduced 84.77%	5,910 $239,000
Q4 2020 Feb 02, 2021	BUY	$29.07 - $35.03 $1.13 Million - $1.36 Million	38,797 New	38,797 $1.35 Million

Others Institutions Holding DON

# of Institutions

483

Shares Held

43.7M

Call Options Held

500

Put Options Held

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About WISDOMTREE TR U.S. MIDCAP DIVI

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Berger Financial Group, Inc Wisdomtree Tr U.S. Midcap Divi Transaction History