Rockport Wealth LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Rockport Wealth LLC

  • $237 Billion
  • Q2 2024

A detailed history of Rockport Wealth LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Rockport Wealth LLC holds 18,285 shares of DON stock, worth $935,826. This represents 0.36% of its overall portfolio holdings.

Number of Shares
18,285
Previous 18,631 1.86%
Holding current value
$935,826
Previous $903 Million 5.31%
% of portfolio
0.36%
Previous 0.6%

Shares

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

Aug 15, 2024
SELL
$45.6 - $48.78 $15,777 - $16,877
-346 Reduced 1.86%
18,285 $855 Million
Q1 2024

May 13, 2024
BUY
$44.21 - $48.77 $823,676 - $908,633
18,631 New
18,631 $903 Million

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 Rockport Wealth LLC Portfolio

Follow Rockport Wealth 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 Rockport Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockport Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email