Epg Wealth Management LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Epg Wealth Management LLC

$401 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$41.76 - $45.13 $8,435 - $9,116	-202 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$40.05 - $43.23 $8,090 - $8,732	202 New	202 $8,000

Others Institutions Holding DON

# of Institutions

443

Shares Held

39.3M

Call Options Held

500

Put Options Held

0

Bank Of America Corp Charlotte, NC

4.53M
Shares

$211 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.6M
Shares

$121 Million
0.01% of portfolio
Linscomb & Williams, Inc. Houston, TX

1.9M
Shares

$88.5 Million
4.77% of portfolio
Lpl Financial LLC Fort Mill, SC

1.81M
Shares

$84.2 Million
0.05% of portfolio
Creative Planning Overland Park, KS

1.61M
Shares

$74.9 Million
0.09% of portfolio

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.