A detailed history of Team Financial Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Team Financial Group, LLC holds 15,524 shares of DON stock, worth $787,222. This represents 0.38% of its overall portfolio holdings.

Number of Shares
15,524
Previous 18,638 16.71%
Holding current value
$787,222
Previous $923 Million 15.7%
% of portfolio
0.38%
Previous 0.53%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025

SELL
$43.28 - $50.37 $134,773 - $156,852
-3,114 Reduced 16.71%
15,524 $778 Million
Q1 2025

Apr 22, 2025

SELL
$48.02 - $53.02 $1.67 Million - $1.84 Million
-34,677 Reduced 65.04%
18,638 $923 Million
Q4 2024

Jan 17, 2025

SELL
$50.53 - $55.55 $1.42 Million - $1.56 Million
-28,104 Reduced 34.52%
53,315 $2.72 Billion
Q3 2024

Oct 23, 2024

SELL
$46.17 - $51.13 $550,023 - $609,111
-11,913 Reduced 12.76%
81,419 $4.16 Billion
Q2 2024

Aug 13, 2024

BUY
$45.6 - $48.78 $45,463 - $48,633
997 Added 1.08%
93,332 $4.37 Billion
Q1 2024

May 10, 2024

SELL
$44.21 - $48.77 $607,931 - $670,636
-13,751 Reduced 12.96%
92,335 $4.5 Billion
Q4 2023

Feb 14, 2024

BUY
$38.7 - $46.0 $43,498 - $51,704
1,124 Added 1.07%
106,086 $4.85 Billion
Q3 2023

Nov 15, 2023

BUY
$40.51 - $44.22 $4.25 Million - $4.64 Million
104,962 New
104,962 $4.3 Billion

Others Institutions Holding DON

About WISDOMTREE TR U.S. MIDCAP DIVI


  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
Track This Portfolio

Track Team Financial Group, LLC Portfolio

Follow Team Financial Group, 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 Team Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Team Financial Group, LLC with notifications on news.