Rooted Wealth Advisors, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 3,936 shares of DON stock, worth $204,199. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,936Holding current value
$204,199% of portfolio
0.07%Shares
9 transactions
Others Institutions Holding DON
# of Institutions
495Shares Held
45.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$252 Million0.02% of portfolio
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Morgan Stanley New York, NY2.37MShares$123 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.02MShares$105 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.83MShares$95 Million4.31% of portfolio
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Ubs Group Ag1.79MShares$92.8 Million0.02% of portfolio