Capital Advisory Group Advisory Services, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Capital Advisory Group Advisory Services, LLC
- $315 Million
- Q3 2025
A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 5,990 shares of DON stock, worth $304,591. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,990
Previous 5,628
6.43%
Holding current value
$304,591
Previous $282,000
10.99%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding DON
# of Institutions
498Shares Held
44.5MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.69MShares$239 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.35MShares$119 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.99MShares$101 Million0.03% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$93 Million4.23% of portfolio
-
Ubs Group Ag1.77MShares$89.8 Million0.02% of portfolio