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 70,712 shares of DON stock, worth $3.69 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
70,712
Holding current value
$3.69 Million
% of portfolio
0.4%

Shares

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

About WISDOMTREE TR U.S. MIDCAP DIVI


  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, 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 Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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