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

Rmr Wealth Builders

$824 Million
Q1 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 6,405 shares of DON stock, worth $297,063. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,405

Previous 6,090 5.17%

Holding current value

$297,063

Previous $278,000 12.23%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

443

Shares Held

39.3M

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 Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.

Account

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