Goldstone Financial Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Goldstone Financial Group, LLC
- $757 Billion
- Q2 2025
A detailed history of Goldstone Financial Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 174,349 shares of DON stock, worth $8.84 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
174,349
Previous 167,021
4.39%
Holding current value
$8.84 Million
Previous $8.27 Billion
8.84%
% of portfolio
1.19%
Previous 1.25%
Shares
10 transactions
Others Institutions Holding DON
# of Institutions
485Shares Held
45.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$246 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.37MShares$120 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$102 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$92.9 Million4.31% of portfolio
-
Ubs Group Ag1.79MShares$90.7 Million0.02% of portfolio