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

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024

A detailed history of Leo Wealth, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Leo Wealth, LLC holds 8,466 shares of DON stock, worth $432,019. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,466
Previous 8,683 2.5%
Holding current value
$432,019
Previous $403 Million 7.38%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$46.17 - $51.13 $10,018 - $11,095
-217 Reduced 2.5%
8,466 $433 Million
Q2 2024

Jul 17, 2024
BUY
$45.6 - $48.78 $89,330 - $95,560
1,959 Added 29.13%
8,683 $403 Million
Q1 2024

May 09, 2024
SELL
$44.21 - $48.77 $48,984 - $54,037
-1,108 Reduced 14.15%
6,724 $326 Million
Q4 2023

Mar 14, 2024
BUY
$38.7 - $46.0 $303,098 - $360,272
7,832 New
7,832 $367 Million

Others Institutions Holding DON

# of Institutions
449
Shares Held
41M
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
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email