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

Hb Wealth Management, LLC

  • $11.8 Billion
  • Q1 2025

A detailed history of Hb Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Hb Wealth Management, LLC holds 13,541 shares of DON stock, worth $663,644. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,541
Previous 10,916 24.05%
Holding current value
$663,644
Previous $556,000 20.5%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 07, 2025
BUY
$48.02 - $53.02 $126,052 - $139,177
2,625 Added 24.05%
13,541 $670,000
Q4 2022

Jan 20, 2023
SELL
$38.62 - $43.71 $3,050 - $3,453
-79 Reduced 0.72%
10,916 $0
Q3 2022

Oct 19, 2022
BUY
$37.67 - $44.3 $414,181 - $487,078
10,995 New
10,995 $414,000

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

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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