Bfsg, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Bfsg, LLC

$742 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	SELL	$44.21 - $48.77 $13,705 - $15,118	-310 Closed	0 $0
Q4 2023 Feb 01, 2024	BUY	$38.7 - $46.0 $11,997 - $14,260	310 New	310 $14,000

Others Institutions Holding DON

# of Institutions

442

Shares Held

39.3M

Call Options Held

500

Put Options Held

0

Bank Of America Corp Charlotte, NC

4.53M
Shares

$211 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.6M
Shares

$121 Million
0.01% of portfolio
Linscomb & Williams, Inc. Houston, TX

1.9M
Shares

$88.4 Million
4.77% of portfolio
Lpl Financial LLC Fort Mill, SC

1.81M
Shares

$84.1 Million
0.05% of portfolio
Creative Planning Overland Park, KS

1.61M
Shares

$74.8 Million
0.09% of portfolio

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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