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

Consolidated Planning Corp

$637 Million
Q1 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 15,970 shares of DON stock, worth $782,689. This represents 0.12% of its overall portfolio holdings.

Number of Shares

15,970

Previous 15,510 2.97%

Holding current value

$782,689

Previous $790,000 -0.0%

% of portfolio

0.12%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

492

Shares Held

44.7M

Call Options Held

500

Put Options Held

237

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.

Account

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