C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Wisdomtree Tr U.S. Midcap Divi Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.23 Trillion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$50.53 - $55.55 $6.36 Million - $6.99 Million	125,901 New	125,901 $9.73 Billion

Others Institutions Holding DON

# of Institutions

458

Shares Held

41.7M

Call Options Held

500

Put Options Held

Bank Of America Corp Charlotte, NC

4.38M
Shares

$229 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.46M
Shares

$129 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.41M
Shares

$126 Million
0.06% of portfolio
Linscomb & Williams, Inc. Houston, TX

1.86M
Shares

$97.4 Million
4.73% of portfolio
Ubs Group Ag

1.61M
Shares

$84.4 Million
0.02% of portfolio

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About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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