A detailed history of Milestone Asset Management Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 17,301 shares of DON stock, worth $847,922. This represents 0.78% of its overall portfolio holdings.

Number of Shares
17,301
Previous 6,944 149.15%
Holding current value
$847,922
Previous $354 Million 144.91%
% of portfolio
0.78%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025

BUY
$48.02 - $53.02 $497,343 - $549,128
10,357 Added 149.15%
17,301 $867 Million
Q4 2024

Mar 27, 2025

BUY
$50.53 - $55.55 $350,880 - $385,739
6,944 New
6,944 $354 Million

Others Institutions Holding DON

About WISDOMTREE TR U.S. MIDCAP DIVI


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

Track Milestone Asset Management Group, LLC Portfolio

Follow Milestone Asset Management 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 Milestone Asset Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management Group, LLC with notifications on news.