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

Merit Financial Group, LLC

$5.49 Billion
Q4 2024

A detailed history of Merit Financial Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Merit Financial Group, LLC holds 35,479 shares of DON stock, worth $1.86 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

35,479

Previous 30,020 18.18%

Holding current value

$1.86 Million

Previous $1.53 Million 17.86%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$50.53 - $55.55 $275,843 - $303,247	5,459 Added 18.18%	35,479 $1.81 Million
Q3 2024 Oct 17, 2024	SELL	$46.17 - $51.13 $674,220 - $746,651	-14,603 Reduced 32.73%	30,020 $1.53 Million
Q2 2024 Aug 13, 2024	SELL	$45.6 - $48.78 $81,578 - $87,267	-1,789 Reduced 3.85%	44,623 $2.09 Million
Q1 2024 May 06, 2024	BUY	$44.21 - $48.77 $55,306 - $61,011	1,251 Added 2.77%	46,412 $2.26 Million
Q4 2023 Feb 06, 2024	BUY	$38.7 - $46.0 $184,057 - $218,776	4,756 Added 11.77%	45,161 $2.06 Million
Q3 2023 Nov 07, 2023	BUY	$40.51 - $44.22 $40,874 - $44,617	1,009 Added 2.56%	40,405 $1.65 Million
Q2 2023 Aug 01, 2023	SELL	$38.91 - $42.05 $3,929 - $4,247	-101 Reduced 0.26%	39,396 $1.66 Million
Q1 2023 Apr 24, 2023	BUY	$39.05 - $45.4 $81,458 - $94,704	2,086 Added 5.58%	39,497 $1.62 Million
Q4 2022 Jan 13, 2023	BUY	$38.62 - $43.71 $998,172 - $1.13 Million	25,846 Added 223.48%	37,411 $0
Q3 2022 Oct 31, 2022	BUY	$37.67 - $44.3 $435,653 - $512,329	11,565 New	11,565 $436,000

Others Institutions Holding DON

# of Institutions

458

Shares Held

41.9M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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