Rmr Wealth Builders Wisdomtree Tr U.S. Midcap Divi Transaction History

Rmr Wealth Builders

$958 Million
Q4 2024

A detailed history of Rmr Wealth Builders transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Rmr Wealth Builders holds 6,822 shares of DON stock, worth $335,847. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,822

Previous 6,822 -0.0%

Holding current value

$335,847

Previous $347,000 -0.0%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$50.53 - $55.55 $1,162 - $1,277	-23 Reduced 0.34%	6,822 $347,000
Q3 2024 Oct 21, 2024	BUY	$46.17 - $51.13 $16,251 - $17,997	352 Added 5.42%	6,845 $349,000
Q2 2024 Jul 23, 2024	BUY	$45.6 - $48.78 $4,012 - $4,292	88 Added 1.37%	6,493 $303,000
Q1 2024 Apr 15, 2024	BUY	$44.21 - $48.77 $13,926 - $15,362	315 Added 5.17%	6,405 $312,000
Q4 2023 Feb 06, 2024	BUY	$38.7 - $46.0 $1,664 - $1,978	43 Added 0.71%	6,090 $278,000
Q3 2023 Oct 23, 2023	SELL	$40.51 - $44.22 $2,025 - $2,211	-50 Reduced 0.82%	6,047 $247,000
Q2 2023 Jul 21, 2023	SELL	$38.91 - $42.05 $14,669 - $15,852	-377 Reduced 5.82%	6,097 $256,000
Q1 2023 Apr 11, 2023	SELL	$39.05 - $45.4 $10,504 - $12,212	-269 Reduced 3.99%	6,474 $265,000
Q4 2022 Feb 15, 2023	BUY	$38.62 - $43.71 $260,414 - $294,736	6,743 New	6,743 $277,000
Q3 2022 Nov 08, 2022	BUY	$37.67 - $44.3 $1,243 - $1,461	33 Added 0.5%	6,609 $249,000
Q2 2022 Aug 02, 2022	SELL	$38.16 - $45.36 $18,469 - $21,954	-484 Reduced 6.86%	6,576 $256,000
Q1 2022 May 13, 2022	BUY	$42.12 - $45.3 $34,496 - $37,100	819 Added 13.12%	7,060 $314,000
Q4 2021 Feb 02, 2022	BUY	$41.76 - $45.13 $12,611 - $13,629	302 Added 5.09%	6,241 $277,000
Q3 2021 Oct 18, 2021	BUY	$40.05 - $43.23 $237,856 - $256,742	5,939 New	5,939 $246,000
Q2 2021 Aug 16, 2021	SELL	$40.83 - $43.68 $225,218 - $240,938	-5,516 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$34.36 - $41.24 $189,529 - $227,479	5,516 New	5,516 $223,000

Others Institutions Holding DON

# of Institutions

483

Shares Held

43.7M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Rmr Wealth Builders Wisdomtree Tr U.S. Midcap Divi Transaction History