A detailed history of Daymark Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 4,984 shares of DON stock, worth $266,295. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,984
Previous 5,416 7.98%
Holding current value
$266,295
Previous $253,000 0.4%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 08, 2024

SELL
$46.17 - $51.13 $19,945 - $22,088
-432 Reduced 7.98%
4,984 $254,000
Q2 2024

Aug 14, 2024

SELL
$45.6 - $48.78 $3,739 - $3,999
-82 Reduced 1.49%
5,416 $253,000
Q1 2024

Apr 10, 2024

SELL
$44.21 - $48.77 $8,046 - $8,876
-182 Reduced 3.2%
5,498 $268,000
Q4 2023

Jan 09, 2024

BUY
$38.7 - $46.0 $387 - $460
10 Added 0.18%
5,680 $259,000
Q1 2023

Apr 20, 2023

SELL
$39.05 - $45.4 $38,190 - $44,401
-978 Reduced 14.71%
5,670 $232,000
Q4 2022

Jan 25, 2023

BUY
$38.62 - $43.71 $256,745 - $290,584
6,648 New
6,648 $0

Others Institutions Holding DON

About WISDOMTREE TR U.S. MIDCAP DIVI


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