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

Defined Financial Planning LLC

  • $113 Billion
  • Q2 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 65,375 shares of DON stock, worth $3.32 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
65,375
Previous 54,288 20.42%
Holding current value
$3.32 Million
Previous $2.69 Billion 22.24%
% of portfolio
2.93%
Previous 2.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$43.28 - $50.37 $479,845 - $558,452
11,087 Added 20.42%
65,375 $3.29 Billion
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
483
Shares Held
45.4M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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  • Ticker DON
  • Sector ETFs
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More about DON
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