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

Invenio Wealth Partners LLC

  • $238 Billion
  • Q1 2025

A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 199,998 shares of DON stock, worth $9.43 Million. This represents 4.16% of its overall portfolio holdings.

Number of Shares
199,998
Previous 191,051 4.68%
Holding current value
$9.43 Million
Previous $9.74 Billion 1.71%
% of portfolio
4.16%
Previous 4.08%

Shares

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

May 13, 2025
BUY
$48.02 - $53.02 $429,634 - $474,369
8,947 Added 4.68%
199,998 $9.9 Billion
Q4 2024

Feb 12, 2025
SELL
$50.53 - $55.55 $1.22 Million - $1.35 Million
-24,237 Reduced 11.26%
191,051 $9.74 Billion
Q3 2024

Nov 13, 2024
SELL
$46.17 - $51.13 $911,118 - $1.01 Million
-19,734 Reduced 8.4%
215,288 $11 Billion
Q2 2024

Aug 12, 2024
BUY
$45.6 - $48.78 $653,721 - $699,310
14,336 Added 6.5%
235,022 $11 Billion
Q1 2024

May 09, 2024
BUY
$44.21 - $48.77 $2.41 Million - $2.65 Million
54,417 Added 32.73%
220,686 $10.8 Billion
Q4 2023

Feb 09, 2024
BUY
$38.7 - $46.0 $431,892 - $513,360
11,160 Added 7.19%
166,269 $7.6 Billion
Q3 2023

Nov 13, 2023
BUY
$40.51 - $44.22 $196,595 - $214,599
4,853 Added 3.23%
155,109 $6.35 Billion
Q2 2023

Aug 11, 2023
BUY
$38.91 - $42.05 $5.85 Million - $6.32 Million
150,256 New
150,256 $6.32 Billion

Others Institutions Holding DON

# of Institutions
488
Shares Held
44.3M
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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