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

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

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 9,394 shares of DON stock, worth $435,693. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,394
Previous 9,376 0.19%
Holding current value
$435,693
Previous $428 Million 6.95%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
443
Shares Held
39.3M
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
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More about DON
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