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

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 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 8,484 shares of DON stock, worth $431,411. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,484
Previous 9,157 7.35%
Holding current value
$431,411
Previous $458,000 96777.73%
% of portfolio
0.01%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$50.02 - $53.28 $33,663 - $35,857
-673 Reduced 7.35%
8,484 $444 Million
Q2 2025

Aug 14, 2025
SELL
$43.28 - $50.37 $38,908 - $45,282
-899 Reduced 8.94%
9,157 $458,000
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
495
Shares Held
44.3M
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
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