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 29,128 shares of DON stock, worth $1.6 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
29,128
Previous 18,984 53.43%
Holding current value
$1.6 Million
Previous $887,000 67.87%
% of portfolio
0.95%
Previous 0.61%

Shares

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

Oct 15, 2024

BUY
$46.17 - $51.13 $468,348 - $518,662
10,144 Added 53.43%
29,128 $1.49 Million
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

About WISDOMTREE TR U.S. MIDCAP DIVI


  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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