Milestone Asset Management Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Milestone Asset Management Group, LLC

  • $135 Billion
  • Q2 2025

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 10,482 shares of DON stock, worth $550,724. This represents 0.39% of its overall portfolio holdings.

Number of Shares
10,482
Previous 17,301 39.41%
Holding current value
$550,724
Previous $867 Million 39.39%
% of portfolio
0.39%
Previous 0.78%

Shares

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

Aug 01, 2025
SELL
$43.28 - $50.37 $295,126 - $343,473
-6,819 Reduced 39.41%
10,482 $525 Million
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

# of Institutions
489
Shares Held
45.2M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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