Holistic Planning, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Holistic Planning, LLC holds 4,737 shares of DON stock, worth $236,139. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,737
Previous 5,712 17.07%
Holding current value
$236,139
Previous $292 Million 17.33%
% of portfolio
0.09%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$50.53 - $55.55 $49,266 - $54,161
-975 Reduced 17.07%
4,737 $241 Million
Q1 2024

May 01, 2024
SELL
$44.21 - $48.77 $3,713 - $4,096
-84 Reduced 1.45%
5,712 $279 Million
Q4 2023

Feb 14, 2024
BUY
$38.7 - $46.0 $224,305 - $266,616
5,796 New
5,796 $265 Million

Others Institutions Holding DON

# of Institutions
483
Shares Held
43.7M
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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