A detailed history of Collaborative Wealth Managment Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 20,950 shares of DON stock, worth $1.08 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
20,950
Previous 21,111 0.76%
Holding current value
$1.08 Million
Previous $987,000 8.51%
% of portfolio
0.5%
Previous 0.49%

Shares

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

Nov 12, 2024

SELL
$46.17 - $51.13 $7,433 - $8,231
-161 Reduced 0.76%
20,950 $1.07 Million
Q2 2024

Aug 09, 2024

SELL
$45.6 - $48.78 $5,973 - $6,390
-131 Reduced 0.62%
21,111 $987,000
Q1 2024

May 10, 2024

SELL
$44.21 - $48.77 $46,199 - $50,964
-1,045 Reduced 4.69%
21,242 $1.04 Million
Q4 2023

Feb 07, 2024

BUY
$38.7 - $46.0 $166,255 - $197,616
4,296 Added 23.88%
22,287 $1.02 Million
Q3 2023

Nov 09, 2023

SELL
$40.51 - $44.22 $211,948 - $231,359
-5,232 Reduced 22.53%
17,991 $736,000
Q2 2023

Aug 07, 2023

SELL
$38.91 - $42.05 $19,416 - $20,982
-499 Reduced 2.1%
23,223 $976,000
Q1 2023

May 08, 2023

SELL
$39.05 - $45.4 $159,206 - $185,095
-4,077 Reduced 14.67%
23,722 $972,000
Q4 2022

Feb 10, 2023

SELL
$38.62 - $43.71 $22,283 - $25,220
-577 Reduced 2.03%
27,799 $1.14 Million
Q3 2022

Nov 14, 2022

SELL
$37.67 - $44.3 $34,505 - $40,578
-916 Reduced 3.13%
28,376 $1.07 Million
Q2 2022

Aug 15, 2022

SELL
$38.16 - $45.36 $12,898 - $15,331
-338 Reduced 1.14%
29,292 $1.14 Million
Q4 2021

Feb 11, 2022

SELL
$41.76 - $45.13 $2,255 - $2,437
-54 Reduced 0.18%
29,630 $1.31 Million
Q1 2021

May 12, 2022

BUY
$34.36 - $41.24 $1.02 Million - $1.22 Million
29,684 New
29,684 $1.32 Million

Others Institutions Holding DON

About WISDOMTREE TR U.S. MIDCAP DIVI


  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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