A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Global Retirement Partners, LLC holds 970 shares of DON stock, worth $49,479. This represents 0.0% of its overall portfolio holdings.

Number of Shares
970
Previous 992 2.22%
Holding current value
$49,479
Previous $46,000 6.52%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$46.17 - $51.13 $1,015 - $1,124
-22 Reduced 2.22%
970 $49,000
Q2 2024

Jul 23, 2024

BUY
$45.6 - $48.78 $12,084 - $12,926
265 Added 36.45%
992 $46,000
Q1 2024

Apr 23, 2024

SELL
$44.21 - $48.77 $70,072 - $77,300
-1,585 Reduced 68.56%
727 $35,000
Q4 2023

Jan 18, 2024

BUY
$38.7 - $46.0 $62,384 - $74,152
1,612 Added 230.29%
2,312 $105,000
Q3 2022

Nov 03, 2022

SELL
$37.67 - $44.3 $22,602 - $26,580
-600 Reduced 46.15%
700 $29,000
Q2 2022

Jul 15, 2022

BUY
$38.16 - $45.36 $26,711 - $31,752
700 Added 116.67%
1,300 $51,000
Q1 2022

Jul 14, 2022

BUY
$42.12 - $45.3 $25,272 - $27,180
600 New
600 $25,000
Q4 2021

Jan 21, 2022

SELL
$41.76 - $45.13 $21,130 - $22,835
-506 Closed
0 $0
Q3 2021

Oct 22, 2021

BUY
$40.05 - $43.23 $120 - $129
3 Added 0.6%
506 $21,000
Q2 2021

Jul 15, 2021

SELL
$40.83 - $43.68 $5,022 - $5,372
-123 Reduced 19.65%
503 $21,000
Q1 2021

Apr 14, 2021

BUY
$34.36 - $41.24 $21,509 - $25,816
626 New
626 $25,000
Q1 2020

Apr 28, 2020

SELL
$20.48 - $38.6 $198,144 - $373,455
-9,675 Closed
0 $0
Q4 2019

Jan 23, 2020

SELL
$34.97 - $38.17 $34,970 - $38,170
-1,000 Reduced 9.37%
9,675 $368,000
Q3 2019

Nov 19, 2019

SELL
$33.78 - $36.78 $10,134 - $11,034
-300 Reduced 2.73%
10,675 $388,000
Q2 2019

Nov 19, 2019

BUY
$33.9 - $36.88 $273,064 - $297,068
8,055 Added 275.86%
10,975 $397,000
Q1 2019

May 07, 2019

BUY
$31.29 - $36.15 $20,338 - $23,497
650 Added 28.63%
2,920 $105,000
Q3 2018

Oct 17, 2018

BUY
$36.7 - $37.37 $22,020 - $22,422
600 Added 35.93%
2,270 $84,000
Q2 2018

Aug 13, 2018

BUY
N/A
1,425 Added 581.63%
1,670 $60,000
Q4 2017

Aug 13, 2018

BUY
N/A
164 Added 202.47%
245 $9,000
Q2 2017

Aug 10, 2018

BUY
N/A
1 Added 1.25%
81 $8,000
Q4 2016

Aug 10, 2018

BUY
N/A
80
80 $8,000

Others Institutions Holding DON

About WISDOMTREE TR U.S. MIDCAP DIVI


  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.