Defined Financial Planning LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Defined Financial Planning LLC

  • $98.7 Billion
  • Q1 2025

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Defined Financial Planning LLC holds 54,288 shares of DON stock, worth $2.56 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
54,288
Previous 50,997 6.45%
Holding current value
$2.56 Million
Previous $2.6 Billion 3.68%
% of portfolio
2.73%
Previous 2.78%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$48.02 - $53.02 $158,033 - $174,488
3,291 Added 6.45%
54,288 $2.69 Billion
Q4 2024

Feb 13, 2025
BUY
$50.53 - $55.55 $2.58 Million - $2.83 Million
50,997 New
50,997 $2.6 Billion

Others Institutions Holding DON

# of Institutions
490
Shares Held
43.6M
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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