Wealth Management Associates, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Wealth Management Associates, Inc.

$282 Billion
Q3 2025

A detailed history of Wealth Management Associates, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 7,075 shares of DON stock, worth $359,763. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,075

Previous 7,069 0.08%

Holding current value

$359,763

Previous $354 Million 4.43%

% of portfolio

0.13%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$50.02 - $53.28 $300 - $319	6 Added 0.08%	7,075 $370 Million
Q2 2025 Aug 04, 2025	BUY	$43.28 - $50.37 $20,817 - $24,227	481 Added 7.3%	7,069 $354 Million
Q1 2025 May 28, 2025	SELL	$48.02 - $53.02 $912 - $1,007	-19 Reduced 0.29%	6,588 $326 Million
Q4 2024 May 28, 2025	SELL	$50.53 - $55.55 $12,581 - $13,831	-249 Reduced 3.63%	6,607 $337 Million
Q3 2024 May 28, 2025	BUY	$46.17 - $51.13 $277 - $306	6 Added 0.09%	6,856 $351 Million

Q1 2024 May 28, 2025	BUY	$44.21 - $48.77 $5,128 - $5,657	116 Added 1.72%	6,850 $320 Million
Q4 2023 May 28, 2025	BUY	$38.7 - $46.0 $260,605 - $309,764	6,734 New	6,734 $308 Million
Q3 2020 May 28, 2025	SELL	$27.33 - $30.91 $201,859 - $228,301	-7,386 Closed	0 $0
Q2 2020 May 28, 2025	BUY	$22.29 - $32.04 $164,633 - $236,647	7,386 New	7,386 $209 Million
Q1 2020 May 28, 2025	SELL	$20.48 - $38.6 $150,753 - $284,134	-7,361 Closed	0 $0
Q4 2019 May 28, 2025	BUY	$34.97 - $38.17 $3,811 - $4,160	109 Added 1.5%	7,361 $280 Million
Q3 2019 May 28, 2025	BUY	$33.78 - $36.78 $27,463 - $29,902	813 Added 12.63%	7,252 $263 Million
Q2 2019 May 28, 2025	SELL	$33.9 - $36.88 $3,932 - $4,278	-116 Reduced 1.77%	6,439 $233 Million
Q1 2019 May 28, 2025	BUY	$31.29 - $36.15 $2,471 - $2,855	79 Added 1.22%	6,555 $235 Million
Q4 2018 May 28, 2025	BUY	$29.98 - $36.73 $194,150 - $237,863	6,476 New	6,476 $205 Million

Others Institutions Holding DON

# of Institutions

498

Shares Held

44.5M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Associates, Inc. with notifications on news.

Account

Wealth Management Associates, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History