Vertex Planning Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 9,486 shares of DON stock, worth $464,908. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,486

Previous 9,530 0.46%

Holding current value

$464,908

Previous $486 Million 3.29%

% of portfolio

0.1%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$48.02 - $53.02 $2,112 - $2,332	-44 Reduced 0.46%	9,486 $470 Million
Q4 2024 Feb 12, 2025	BUY	$50.53 - $55.55 $960 - $1,055	19 Added 0.2%	9,530 $486 Million
Q3 2024 Nov 07, 2024	BUY	$46.17 - $51.13 $4,478 - $4,959	97 Added 1.03%	9,511 $486 Million
Q2 2024 Aug 13, 2024	BUY	$45.6 - $48.78 $912 - $975	20 Added 0.21%	9,414 $440 Million
Q1 2024 May 13, 2024	BUY	$44.21 - $48.77 $795 - $877	18 Added 0.19%	9,394 $458 Million
Q4 2023 Feb 14, 2024	BUY	$38.7 - $46.0 $851 - $1,012	22 Added 0.24%	9,376 $428 Million
Q3 2023 Nov 14, 2023	SELL	$40.51 - $44.22 $13,530 - $14,769	-334 Reduced 3.45%	9,354 $383 Million
Q2 2023 Aug 14, 2023	BUY	$38.91 - $42.05 $856 - $925	22 Added 0.23%	9,688 $407 Million
Q1 2023 May 16, 2023	BUY	$39.05 - $45.4 $377,457 - $438,836	9,666 New	9,666 $396 Million

Others Institutions Holding DON

# of Institutions

492

Shares Held

44.7M

Call Options Held

500

Put Options Held

237

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About WISDOMTREE TR U.S. MIDCAP DIVI

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Vertex Planning Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History