Jpl Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Jpl Wealth Management, LLC

$255 Billion
Q1 2025

A detailed history of Jpl Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 73,918 shares of DON stock, worth $3.62 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

73,918

Previous 83,973 11.97%

Holding current value

$3.62 Million

Previous $4.28 Billion 15.77%

% of portfolio

1.41%

Previous 1.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$48.02 - $53.02 $675,689 - $746,044	14,071 Added 19.04%	87,989 $4.36 Billion
Q1 2025 May 06, 2025	SELL	$48.02 - $53.02 $482,841 - $533,116	-10,055 Reduced 11.97%	73,918 $3.6 Billion
Q4 2024 Feb 10, 2025	BUY	$50.53 - $55.55 $1.19 Million - $1.3 Million	23,483 Added 38.82%	83,973 $4.28 Billion
Q2 2024 Jul 31, 2024	BUY	$45.6 - $48.78 $150,981 - $161,510	3,311 Added 5.79%	60,490 $2.83 Billion
Q1 2024 May 10, 2024	BUY	$44.21 - $48.77 $574,332 - $633,571	12,991 Added 29.4%	57,179 $2.79 Billion
Q4 2023 Feb 09, 2024	BUY	$38.7 - $46.0 $1.71 Million - $2.03 Million	44,188 New	44,188 $2.02 Billion

Others Institutions Holding DON

# of Institutions

492

Shares Held

44.7M

Call Options Held

500

Put Options Held

237

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Jpl Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History