Edge Financial Advisors LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Edge Financial Advisors LLC

  • $158 Billion
  • Q1 2025

A detailed history of Edge Financial Advisors LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Edge Financial Advisors LLC holds 5,614 shares of DON stock, worth $264,756. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,614
Previous 6,079 7.65%
Holding current value
$264,756
Previous $310 Million 10.29%
% of portfolio
0.18%
Previous 0.28%

Shares

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

Apr 17, 2025
SELL
$48.02 - $53.02 $22,329 - $24,654
-465 Reduced 7.65%
5,614 $278 Million
Q4 2024

Jan 17, 2025
BUY
$50.53 - $55.55 $1,869 - $2,055
37 Added 0.61%
6,079 $310 Million
Q3 2024

Oct 25, 2024
BUY
$46.17 - $51.13 $277 - $306
6 Added 0.1%
6,042 $309 Million
Q1 2024

Apr 19, 2024
BUY
$44.21 - $48.77 $266,851 - $294,375
6,036 New
6,036 $294 Million

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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