Oxinas Partners Wealth Management LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Oxinas Partners Wealth Management LLC

  • $146 Million
  • Q2 2024

A detailed history of Oxinas Partners Wealth Management LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Oxinas Partners Wealth Management LLC holds 18,984 shares of DON stock, worth $971,601. This represents 0.61% of its overall portfolio holdings.

Number of Shares
18,984
Previous 10,864 74.74%
Holding current value
$971,601
Previous $529,000 67.67%
% of portfolio
0.61%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$45.6 - $48.78 $370,272 - $396,093
8,120 Added 74.74%
18,984 $887,000
Q1 2024

Apr 18, 2024
BUY
$44.21 - $48.77 $75,378 - $83,152
1,705 Added 18.62%
10,864 $529,000
Q4 2023

Jan 22, 2024
BUY
$38.7 - $46.0 $135,333 - $160,862
3,497 Added 61.76%
9,159 $418,000
Q3 2023

Oct 25, 2023
BUY
$40.51 - $44.22 $15,393 - $16,803
380 Added 7.19%
5,662 $231,000
Q2 2023

Jul 14, 2023
BUY
$38.91 - $42.05 $205,522 - $222,108
5,282 New
5,282 $222,000

Others Institutions Holding DON

# of Institutions
437
Shares Held
41.3M
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
Track This Portfolio

Track Oxinas Partners Wealth Management LLC Portfolio

Follow Oxinas Partners Wealth Management LLC 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 Oxinas Partners Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oxinas Partners Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email