Creative One Wealth, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Creative One Wealth, LLC

  • $1.97 Billion
  • Q2 2024

A detailed history of Creative One Wealth, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Creative One Wealth, LLC holds 13,998 shares of DON stock, worth $715,297. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,998
Previous 11,822 18.41%
Holding current value
$715,297
Previous $577,000 13.52%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$45.6 - $48.78 $99,225 - $106,145
2,176 Added 18.41%
13,998 $655,000
Q1 2024

May 14, 2024
BUY
$44.21 - $48.77 $522,650 - $576,558
11,822 New
11,822 $577,000
Q3 2021

Nov 16, 2021
SELL
$40.05 - $43.23 $323,283 - $348,952
-8,072 Closed
0 $0
Q2 2021

Aug 13, 2021
SELL
$40.83 - $43.68 $77,577 - $82,992
-1,900 Reduced 19.05%
8,072 $339,000
Q1 2021

May 17, 2021
SELL
$34.36 - $41.24 $24,361 - $29,239
-709 Reduced 6.64%
9,972 $403,000
Q4 2020

Feb 12, 2021
BUY
$29.07 - $35.03 $310,496 - $374,155
10,681 New
10,681 $372,000

Others Institutions Holding DON

# of Institutions
436
Shares Held
41.3M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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