Goldstone Financial Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Goldstone Financial Group, LLC

  • $757 Billion
  • Q2 2025

A detailed history of Goldstone Financial Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 174,349 shares of DON stock, worth $8.91 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
174,349
Previous 167,021 4.39%
Holding current value
$8.91 Million
Previous $8.27 Billion 8.84%
% of portfolio
1.19%
Previous 1.25%

Shares

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

Jul 08, 2025
BUY
$43.28 - $50.37 $317,155 - $369,111
7,328 Added 4.39%
174,349 $9 Billion
Q1 2025

Apr 16, 2025
BUY
$48.02 - $53.02 $320,821 - $354,226
6,681 Added 4.17%
167,021 $8.27 Billion
Q4 2024

Jan 14, 2025
BUY
$50.53 - $55.55 $583,065 - $640,991
11,539 Added 7.75%
160,340 $8.17 Billion
Q3 2024

Oct 28, 2024
BUY
$46.17 - $51.13 $6.87 Million - $7.61 Million
148,801 New
148,801 $7.61 Billion
Q2 2024

Jan 15, 2025
SELL
$45.6 - $48.78 $1.57 Million - $1.67 Million
-34,336 Reduced 21.41%
126,004 $5.89 Billion
Q1 2024

Jan 15, 2025
BUY
$44.21 - $48.77 $258,584 - $285,255
5,849 Added 5.87%
105,569 $5.15 Billion
Q4 2023

Jan 15, 2025
BUY
$38.7 - $46.0 $1.27 Million - $1.51 Million
32,768 Added 48.94%
99,720 $4.56 Billion
Q3 2023

Jan 15, 2025
BUY
$40.51 - $44.22 $575,039 - $627,702
14,195 Added 26.91%
66,952 $2.74 Billion
Q2 2023

Jan 15, 2025
BUY
$38.91 - $42.05 $560,148 - $605,351
14,396 Added 37.53%
52,757 $2.22 Billion
Q1 2023

Jan 15, 2025
SELL
$39.05 - $45.4 $4.76 Million - $5.54 Million
-121,979 Reduced 76.08%
38,361 $1.57 Billion

Others Institutions Holding DON

# of Institutions
494
Shares Held
44.7M
Call Options Held
500
Put Options Held
237
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
Track This Portfolio

Track Goldstone Financial Group, LLC Portfolio

Follow Goldstone Financial Group, 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 Goldstone Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstone Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email