Modern Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Modern Wealth Management, LLC

$3.08 Trillion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,056 shares of DON stock, worth $494,654. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,056

Previous 188,587 94.67%

Holding current value

$494,654

Previous $9.74 Billion 94.89%

% of portfolio

0.02%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$48.02 - $53.02 $8.57 Million - $9.47 Million	-178,531 Reduced 94.67%	10,056 $498 Million
Q4 2024 May 30, 2025	BUY	$50.53 - $55.55 $9.55 Million - $10.5 Million	188,906 Added 1878.54%	198,962 $10.1 Million
Q4 2024 May 29, 2025	BUY	$50.53 - $55.55 $234,509 - $257,807	4,641 Added 46.15%	14,697 $749,000
Q4 2024 Feb 11, 2025	SELL	$50.53 - $55.55 $539,054 - $592,607	-10,668 Reduced 5.35%	188,587 $9.74 Billion
Q3 2024 May 30, 2025	BUY	$46.17 - $51.13 $8.7 Million - $9.64 Million	188,515 Added 1874.65%	198,571 $10.2 Million
Q3 2024 May 29, 2025	SELL	$46.17 - $51.13 $106,606 - $118,059	-2,309 Reduced 22.96%	7,747 $396,000
Q3 2024 Nov 05, 2024	BUY	$46.17 - $51.13 $9.2 Million - $10.2 Million	199,255 New	199,255 $10.2 Billion

Others Institutions Holding DON

# of Institutions

492

Shares Held

44.7M

Call Options Held

500

Put Options Held

237

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About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Modern Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History