Synergy Investment Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025

A detailed history of Synergy Investment Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Synergy Investment Management, LLC holds 1,079 shares of DON stock, worth $52,881. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,079
Previous 1,000 7.9%
Holding current value
$52,881
Previous $51 Million 4.86%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$48.02 - $53.02 $3,793 - $4,188
79 Added 7.9%
1,079 $53.4 Million
Q4 2024

Feb 06, 2025
BUY
$50.53 - $55.55 $50,530 - $55,550
1,000 New
1,000 $51 Million

Others Institutions Holding DON

# of Institutions
492
Shares Held
44.7M
Call Options Held
500
Put Options Held
237
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 Synergy Investment Management, LLC Portfolio

Follow Synergy Investment Management, 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 Synergy Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email