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

Holistic Planning, LLC

  • $236 Billion
  • Q3 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 5,712 shares of DON stock, worth $315,588. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,712
Previous 5,712 -0.0%
Holding current value
$315,588
Previous $279 Million 4.84%
% of portfolio
0.12%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
449
Shares Held
41M
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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