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

Merit Financial Group, LLC

  • $8.37 Billion
  • Q2 2025

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 39,147 shares of DON stock, worth $1.99 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
39,147
Previous 36,286 7.88%
Holding current value
$1.99 Million
Previous $1.78 Million 10.04%
% of portfolio
0.02%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$43.28 - $50.37 $123,824 - $144,108
2,861 Added 7.88%
39,147 $1.96 Million
Q1 2025

Apr 09, 2025
BUY
$48.02 - $53.02 $38,752 - $42,787
807 Added 2.27%
36,286 $1.78 Million
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
485
Shares Held
45.3M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
Track This Portfolio

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, 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 Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email