Iag Wealth Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Iag Wealth Partners, LLC

$544 Million
Q4 2024

A detailed history of Iag Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 479,156 shares of DON stock, worth $23.7 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares

479,156

Previous 489,788 2.17%

Holding current value

$23.7 Million

Previous $25 Million 2.48%

% of portfolio

4.49%

Previous 4.68%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$50.53 - $55.55 $537,234 - $590,607	-10,632 Reduced 2.17%	479,156 $24.4 Million
Q3 2024 Oct 29, 2024	BUY	$46.17 - $51.13 $47,508 - $52,612	1,029 Added 0.21%	489,788 $25 Million
Q2 2024 Jul 16, 2024	SELL	$45.6 - $48.78 $197,630 - $211,412	-4,334 Reduced 0.88%	488,759 $22.9 Million
Q1 2024 Apr 24, 2024	BUY	$44.21 - $48.77 $211,500 - $233,315	4,784 Added 0.98%	493,093 $24 Million
Q4 2023 Feb 02, 2024	SELL	$38.7 - $46.0 $50,542 - $60,076	-1,306 Reduced 0.27%	488,309 $22.3 Million
Q3 2023 Oct 24, 2023	BUY	$40.51 - $44.22 $209,558 - $228,750	5,173 Added 1.07%	489,615 $20.1 Million
Q2 2023 Aug 10, 2023	BUY	$38.91 - $42.05 $246,417 - $266,302	6,333 Added 1.32%	484,442 $20.4 Million
Q1 2023 Apr 25, 2023	BUY	$39.05 - $45.4 $451,144 - $524,506	11,553 Added 2.48%	478,109 $19.6 Million
Q4 2022 Feb 08, 2023	BUY	$38.62 - $43.71 $1.22 Million - $1.39 Million	31,709 Added 7.29%	466,556 $19.2 Million
Q3 2022 Oct 26, 2022	BUY	$37.67 - $44.3 $1.15 Million - $1.35 Million	30,541 Added 7.55%	434,847 $16.4 Million
Q2 2022 Aug 03, 2022	BUY	$38.16 - $45.36 $1.27 Million - $1.51 Million	33,276 Added 8.97%	404,306 $15.8 Million
Q1 2022 May 04, 2022	BUY	$42.12 - $45.3 $481,347 - $517,688	11,428 Added 3.18%	371,030 $16.5 Million
Q4 2021 Feb 14, 2022	BUY	$41.76 - $45.13 $719,399 - $777,454	17,227 Added 5.03%	359,602 $16 Million
Q3 2021 Nov 04, 2021	BUY	$40.05 - $43.23 $277,626 - $299,670	6,932 Added 2.07%	342,375 $14.2 Million
Q2 2021 Aug 04, 2021	SELL	$40.83 - $43.68 $260,332 - $278,503	-6,376 Reduced 1.87%	335,443 $14.1 Million
Q1 2021 Apr 29, 2021	SELL	$34.36 - $41.24 $36,593 - $43,920	-1,065 Reduced 0.31%	341,819 $13.8 Million
Q4 2020 Feb 11, 2021	BUY	$29.07 - $35.03 $338,258 - $407,609	11,636 Added 3.51%	342,884 $11.9 Million
Q3 2020 Feb 11, 2021	BUY	$27.33 - $30.91 $757,642 - $856,887	27,722 Added 9.13%	331,248 $9.58 Million
Q2 2020 Feb 11, 2021	BUY	$22.29 - $32.04 $1.53 Million - $2.19 Million	68,429 Added 29.11%	303,526 $8.6 Million
Q1 2020 Feb 11, 2021	SELL	$20.48 - $38.6 $719,073 - $1.36 Million	-35,111 Reduced 12.99%	235,097 $5.68 Million
Q4 2019 Feb 11, 2021	BUY	$34.97 - $38.17 $9.45 Million - $10.3 Million	270,208 New	270,208 $10.3 Million

Others Institutions Holding DON

# of Institutions

483

Shares Held

43.7M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Iag Wealth Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History