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

Meridian Wealth Management, LLC

$2.07 Billion
Q4 2024

A detailed history of Meridian Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 80,177 shares of DON stock, worth $4.15 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

80,177

Previous 78,212 2.51%

Holding current value

$4.15 Million

Previous $4 Million 2.2%

% of portfolio

0.2%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$50.53 - $55.55 $99,291 - $109,155	1,965 Added 2.51%	80,177 $4.09 Million
Q3 2024 Nov 12, 2024	BUY	$46.17 - $51.13 $346,275 - $383,475	7,500 Added 10.61%	78,212 $4 Million
Q2 2024 Aug 08, 2024	BUY	$45.6 - $48.78 $3.22 Million - $3.45 Million	70,712 New	70,712 $3.31 Million
Q4 2023 Feb 08, 2024	BUY	$38.7 - $46.0 $2.51 Million - $2.99 Million	64,909 New	64,909 $2.97 Million
Q4 2021 Jan 27, 2022	SELL	$41.76 - $45.13 $238,282 - $257,511	-5,706 Closed	0 $0
Q3 2021 Oct 15, 2021	BUY	$40.05 - $43.23 $228,525 - $246,670	5,706 New	5,706 $237,000

Others Institutions Holding DON

# of Institutions

478

Shares Held

43.6M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

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

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Account

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