Meridian Financial, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Meridian Financial, LLC

$150 Billion
Q3 2024

A detailed history of Meridian Financial, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Meridian Financial, LLC holds 22,400 shares of DON stock, worth $1.2 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

22,400

Previous 23,088 2.98%

Holding current value

$1.2 Million

Previous $1.08 Billion 6.06%

% of portfolio

0.76%

Previous 0.78%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$46.17 - $51.13 $31,764 - $35,177	-688 Reduced 2.98%	22,400 $1.15 Billion
Q2 2024 Aug 13, 2024	SELL	$45.6 - $48.78 $19,197 - $20,536	-421 Reduced 1.79%	23,088 $1.08 Billion
Q1 2024 Aug 13, 2024	SELL	$44.21 - $48.77 $21,839 - $24,092	-494 Reduced 2.06%	23,509 $1.15 Billion
Q4 2023 Aug 13, 2024	SELL	$38.7 - $46.0 $82,856 - $98,486	-2,141 Reduced 8.19%	24,003 $1.1 Billion
Q3 2023 Aug 13, 2024	SELL	$40.51 - $44.22 $36,702 - $40,063	-906 Reduced 3.35%	26,144 $1.07 Billion
Q2 2023 Aug 13, 2024	SELL	$38.91 - $42.05 $23,501 - $25,398	-604 Reduced 2.18%	27,050 $1.14 Billion
Q1 2023 Aug 13, 2024	SELL	$39.05 - $45.4 $12,222 - $14,210	-313 Reduced 1.12%	27,654 $1.13 Billion
Q4 2022 Aug 13, 2024	BUY	$38.62 - $43.71 $13,517 - $15,298	350 Added 1.27%	27,967 $1.15 Billion
Q3 2022 Aug 13, 2024	SELL	$37.67 - $44.3 $25,954 - $30,522	-689 Reduced 2.43%	27,617 $1.04 Billion
Q2 2022 Aug 13, 2024	SELL	$38.16 - $45.36 $72,580 - $86,274	-1,902 Reduced 6.3%	28,306 $1.1 Billion
Q1 2022 Aug 13, 2024	SELL	$42.12 - $45.3 $5,938 - $6,387	-141 Reduced 0.46%	30,208 $1.34 Billion
Q4 2021 Aug 13, 2024	BUY	$41.76 - $45.13 $1.27 Million - $1.37 Million	30,349 New	30,349 $1.35 Billion

Others Institutions Holding DON

# of Institutions

441

Shares Held

41.5M

Call Options Held

500

Put Options Held

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About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Meridian Financial, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History