Corient Private Wealth LLC
Position in DON — WisdomTree U.S. Midcap Dividend Fund
CIK 1948780
MIAMI, FL
All Filings in DON
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DON | $10,043,490 | 177,698 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 DON | $3,124,133 | 59,462 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 DON | $9,159,309 | 177,506 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 DON | $1,901,732 | 36,362 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 DON | $1,962,949 | 39,165 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 DON | $1,831,002 | 36,975 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DON | $1,854,033 | 36,375 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DON | $1,859,853 | 36,375 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DON | $1,720,668 | 36,790 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DON | $1,794,297 | 36,791 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DON | $1,816,588 | 39,759 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 DON | $1,552,179 | 37,895 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||