Consolidated Planning Corp Wisdomtree Tr U.S. Midcap Divi Transaction History

Consolidated Planning Corp

$710 Million
Q2 2025

A detailed history of Consolidated Planning Corp transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Consolidated Planning Corp holds 16,032 shares of DON stock, worth $831,740. This represents 0.11% of its overall portfolio holdings.

Number of Shares

16,032

Previous 15,970 0.39%

Holding current value

$831,740

Previous $790,000 1.65%

% of portfolio

0.11%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$43.28 - $50.37 $2,683 - $3,122	62 Added 0.39%	16,032 $803,000
Q1 2025 Apr 22, 2025	BUY	$48.02 - $53.02 $22,089 - $24,389	460 Added 2.97%	15,970 $790,000
Q4 2024 Jan 29, 2025	SELL	$50.53 - $55.55 $37,897 - $41,662	-750 Reduced 4.61%	15,510 $790,000
Q3 2024 Oct 31, 2024	SELL	$46.17 - $51.13 $43,676 - $48,368	-946 Reduced 5.5%	16,260 $831,000
Q2 2024 Aug 02, 2024	SELL	$45.6 - $48.78 $43,502 - $46,536	-954 Reduced 5.25%	17,206 $804,000
Q1 2024 May 02, 2024	SELL	$44.21 - $48.77 $104,424 - $115,194	-2,362 Reduced 11.51%	18,160 $885,000
Q4 2023 Feb 02, 2024	SELL	$38.7 - $46.0 $67,454 - $80,178	-1,743 Reduced 7.83%	20,522 $937,000
Q3 2023 Nov 08, 2023	SELL	$40.51 - $44.22 $144,904 - $158,174	-3,577 Reduced 13.84%	22,265 $911,000
Q2 2023 Aug 14, 2023	BUY	$38.91 - $42.05 $1.01 Million - $1.09 Million	25,842 New	25,842 $1.09 Million

Others Institutions Holding DON

# of Institutions

498

Shares Held

45.3M

Call Options Held

500

Put Options Held

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About WISDOMTREE TR U.S. MIDCAP DIVI

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Consolidated Planning Corp Wisdomtree Tr U.S. Midcap Divi Transaction History