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

Invenio Wealth Partners LLC

  • $186 Billion
  • Q1 2024

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 220,686 shares of DON stock, worth $10.3 Million. This represents 5.8% of its overall portfolio holdings.

Number of Shares
220,686
Previous 166,269 32.73%
Holding current value
$10.3 Million
Previous $7.6 Billion 41.68%
% of portfolio
5.8%
Previous 5.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
442
Shares Held
39.3M
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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