Omni 360 Wealth, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Omni 360 Wealth, Inc.

$203 Billion
Q2 2025

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 25,227 shares of DON stock, worth $1.33 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

25,227

Previous 25,027 0.8%

Holding current value

$1.33 Million

Previous $1.24 Billion 2.02%

% of portfolio

0.62%

Previous 0.73%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$43.28 - $50.37 $8,656 - $10,074	200 Added 0.8%	25,227 $1.26 Billion
Q1 2025 Apr 30, 2025	BUY	$48.02 - $53.02 $76,832 - $84,832	1,600 Added 6.83%	25,027 $1.24 Billion
Q4 2024 Feb 14, 2025	BUY	$50.53 - $55.55 $80,140 - $88,102	1,586 Added 7.26%	23,427 $1.19 Billion
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

# of Institutions

489

Shares Held

45.2M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

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.

Account

Omni 360 Wealth, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History