Marion Wealth Management Wisdomtree Tr U.S. Midcap Divi Transaction History

Marion Wealth Management

$375 Million
Q4 2024

A detailed history of Marion Wealth Management transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Marion Wealth Management holds 260,256 shares of DON stock, worth $12.7 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares

260,256

Previous 257,151 1.21%

Holding current value

$12.7 Million

Previous $13.1 Million 0.89%

% of portfolio

3.54%

Previous 3.53%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$50.53 - $55.55 $156,895 - $172,482	3,105 Added 1.21%	260,256 $13.3 Million
Q3 2024 Oct 07, 2024	BUY	$46.17 - $51.13 $456,251 - $505,266	9,882 Added 4.0%	257,151 $13.1 Million
Q2 2024 Jul 09, 2024	BUY	$45.6 - $48.78 $175,058 - $187,266	3,839 Added 1.58%	247,269 $11.6 Million
Q1 2024 Apr 08, 2024	SELL	$44.21 - $48.77 $89,878 - $99,149	-2,033 Reduced 0.83%	243,430 $11.9 Million
Q4 2023 Jan 10, 2024	BUY	$38.7 - $46.0 $283,554 - $337,042	7,327 Added 3.08%	245,463 $11.2 Million
Q3 2023 Oct 18, 2023	BUY	$40.51 - $44.22 $295,074 - $322,098	7,284 Added 3.16%	238,136 $9.75 Million
Q2 2023 Jul 24, 2023	BUY	$38.91 - $42.05 $335,948 - $363,059	8,634 Added 3.89%	230,852 $9.71 Million
Q1 2023 Apr 24, 2023	BUY	$39.05 - $45.4 $707,429 - $822,466	18,116 Added 8.88%	222,218 $9.11 Million
Q4 2022 Jan 19, 2023	BUY	$38.62 - $43.71 $1.38 Million - $1.56 Million	35,688 Added 21.19%	204,102 $0
Q3 2022 Nov 10, 2022	BUY	$37.67 - $44.3 $488,956 - $575,014	12,980 Added 8.35%	168,414 $6.34 Million
Q2 2022 Jul 27, 2022	BUY	$38.16 - $45.36 $538,094 - $639,621	14,101 Added 9.98%	155,434 $6.06 Million
Q1 2022 Apr 08, 2022	BUY	$42.12 - $45.3 $5,222 - $5,617	124 Added 0.09%	141,333 $6.28 Million
Q4 2021 Feb 14, 2022	BUY	$41.76 - $45.13 $5.9 Million - $6.37 Million	141,209 New	141,209 $6.26 Million

Others Institutions Holding DON

# of Institutions

483

Shares Held

43.7M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Marion Wealth Management Wisdomtree Tr U.S. Midcap Divi Transaction History