Destination Wealth Management Wisdomtree Tr U.S. Midcap Divi Transaction History

Destination Wealth Management

$3.14 Billion
Q1 2025

A detailed history of Destination Wealth Management transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Destination Wealth Management holds 224,545 shares of DON stock, worth $11 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

224,545

Previous 228,287 1.64%

Holding current value

$11 Million

Previous $11.6 Million 4.43%

% of portfolio

0.35%

Previous 0.37%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$48.02 - $53.02 $179,690 - $198,400	-3,742 Reduced 1.64%	224,545 $11.1 Million
Q4 2024 Feb 06, 2025	SELL	$50.53 - $55.55 $344,614 - $378,851	-6,820 Reduced 2.9%	228,287 $11.6 Million
Q3 2024 Nov 25, 2024	SELL	$46.17 - $51.13 $81,720 - $90,500	-1,770 Reduced 0.75%	235,107 $12 Million
Q2 2024 Jul 24, 2024	BUY	$45.6 - $48.78 $24,304 - $25,999	533 Added 0.23%	236,877 $11.1 Million
Q1 2024 May 14, 2024	SELL	$44.21 - $48.77 $187,583 - $206,931	-4,243 Reduced 1.76%	236,344 $11.5 Million
Q4 2023 Feb 13, 2024	SELL	$38.7 - $46.0 $188,546 - $224,112	-4,872 Reduced 1.98%	240,587 $11 Million
Q3 2023 Nov 14, 2023	BUY	$40.51 - $44.22 $101,923 - $111,257	2,516 Added 1.04%	245,459 $10.1 Million
Q2 2023 Aug 11, 2023	BUY	$38.91 - $42.05 $253,693 - $274,166	6,520 Added 2.76%	242,943 $10.2 Million
Q1 2023 May 05, 2023	BUY	$39.05 - $45.4 $21,438 - $24,924	549 Added 0.23%	236,423 $9.69 Million
Q4 2022 Feb 10, 2023	SELL	$38.62 - $43.71 $206,153 - $233,323	-5,338 Reduced 2.21%	235,874 $9.7 Million
Q3 2022 Nov 10, 2022	BUY	$37.67 - $44.3 $319,742 - $376,018	8,488 Added 3.65%	241,212 $9.09 Million
Q2 2022 Jul 29, 2022	SELL	$38.16 - $45.36 $216,786 - $257,690	-5,681 Reduced 2.38%	232,724 $9.07 Million
Q1 2022 May 12, 2022	BUY	$42.12 - $45.3 $27,041 - $29,082	642 Added 0.27%	238,405 $10.6 Million
Q4 2021 Feb 04, 2022	SELL	$41.76 - $45.13 $27,060 - $29,244	-648 Reduced 0.27%	237,763 $10.5 Million
Q3 2021 Oct 25, 2021	SELL	$40.05 - $43.23 $169,932 - $183,424	-4,243 Reduced 1.75%	238,411 $9.88 Million
Q2 2021 Aug 13, 2021	SELL	$40.83 - $43.68 $397,439 - $425,181	-9,734 Reduced 3.86%	242,654 $10.2 Million
Q1 2021 May 05, 2021	SELL	$34.36 - $41.24 $453,826 - $544,697	-13,208 Reduced 4.97%	252,388 $10.2 Million
Q4 2020 Feb 11, 2021	SELL	$29.07 - $35.03 $1.07 Million - $1.29 Million	-36,801 Reduced 12.17%	265,596 $9.25 Million
Q3 2020 Nov 12, 2020	BUY	$27.33 - $30.91 $272,179 - $307,832	9,959 Added 3.41%	302,397 $8.75 Million
Q2 2020 Aug 14, 2020	BUY	$22.29 - $32.04 $722,730 - $1.04 Million	32,424 Added 12.47%	292,438 $8.29 Million
Q1 2020 May 13, 2020	BUY	$20.48 - $38.6 $185,098 - $348,866	9,038 Added 3.6%	260,014 $6.28 Million
Q4 2019 Feb 12, 2020	BUY	$34.97 - $38.17 $152,469 - $166,421	4,360 Added 1.77%	250,976 $9.55 Million
Q3 2019 Nov 13, 2019	BUY	$33.78 - $36.78 $250,377 - $272,613	7,412 Added 3.1%	246,616 $8.96 Million
Q2 2019 Jul 19, 2019	SELL	$33.9 - $36.88 $243,605 - $265,019	-7,186 Reduced 2.92%	239,204 $8.66 Million
Q1 2019 May 01, 2019	SELL	$31.29 - $36.15 $284,801 - $329,037	-9,102 Reduced 3.56%	246,390 $8.82 Million
Q4 2018 Feb 05, 2019	BUY	$29.98 - $36.73 $87,181 - $106,810	2,908 Added 1.15%	255,492 $8.08 Million
Q3 2018 Nov 07, 2018	SELL	$36.7 - $37.37 $420,361 - $428,035	-11,454 Reduced 4.34%	252,584 $9.32 Million
Q2 2018 Jul 31, 2018	BUY	N/A	4,535 Added 1.75%	264,038 $9.45 Million
Q1 2018 Apr 05, 2018	SELL	N/A	-3,505 Reduced 1.33%	259,503 $8.85 Million
Q4 2017 Feb 09, 2018	BUY	N/A	175,858 Added 201.79%	263,008 $9.28 Million
Q3 2017 Nov 09, 2017	BUY	N/A	3,863 Added 4.64%	87,150 $8.71 Million
Q2 2017 Aug 11, 2017	BUY	N/A	83,287	83,287 $8.14 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
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Destination Wealth Management Wisdomtree Tr U.S. Midcap Divi Transaction History