A detailed history of Ica Group Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 1,127 shares of DON stock, worth $57,488. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,127
Previous 2,912 61.3%
Holding current value
$57,488
Previous $142,000 63.38%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$45.6 - $48.78 $81,396 - $87,072
-1,785 Reduced 61.3%
1,127 $52,000
Q1 2024

May 14, 2024

BUY
$44.21 - $48.77 $5,924 - $6,535
134 Added 4.82%
2,912 $142,000
Q4 2023

Mar 07, 2024

BUY
$38.7 - $46.0 $107,508 - $127,788
2,778 New
2,778 $126,000
Q2 2023

Aug 11, 2023

BUY
$38.91 - $42.05 $11,244 - $12,152
289 Added 13.21%
2,476 $104,000
Q4 2022

Feb 14, 2023

BUY
$38.62 - $43.71 $84,461 - $95,593
2,187 New
2,187 $89,000

Others Institutions Holding DON

About WISDOMTREE TR U.S. MIDCAP DIVI


  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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