A detailed history of Omni 360 Wealth, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 21,841 shares of DON stock, worth $1.17 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
21,841
Previous 21,940 0.45%
Holding current value
$1.17 Million
Previous $1.03 Billion 8.83%
% of portfolio
0.73%
Previous 0.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$46.17 - $51.13 $4,570 - $5,061
-99 Reduced 0.45%
21,841 $1.12 Billion
Q2 2024

Jul 19, 2024

BUY
$45.6 - $48.78 $63,931 - $68,389
1,402 Added 6.83%
21,940 $1.03 Billion
Q1 2024

Apr 19, 2024

BUY
$44.21 - $48.77 $164,682 - $181,668
3,725 Added 22.16%
20,538 $1 Billion
Q4 2023

Feb 08, 2024

BUY
$38.7 - $46.0 $650,663 - $773,398
16,813 New
16,813 $768 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 Omni 360 Wealth, Inc. Portfolio

Follow Omni 360 Wealth, Inc. 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 Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Omni 360 Wealth, Inc. with notifications on news.