Retirement Planning CO Of New England, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Retirement Planning CO Of New England, Inc.

$197 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$42.12 - $45.3 $182,505 - $196,284	-4,333 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$41.76 - $45.13 $180,946 - $195,548	4,333 New	4,333 $192,000

Others Institutions Holding DON

# of Institutions

448

Shares Held

40.9M

Call Options Held

500

Put Options Held

Bank Of America Corp Charlotte, NC

4.38M
Shares

$241 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.46M
Shares

$135 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.41M
Shares

$133 Million
0.06% of portfolio
Linscomb & Williams, Inc. Houston, TX

1.86M
Shares

$102 Million
4.73% of portfolio
Ubs Group Ag

1.61M
Shares

$88.8 Million
0.02% of portfolio

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About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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