Concord Asset Management, Llc/Va Wisdomtree Tr U.S. Midcap Divi Transaction History
Concord Asset Management, Llc/Va
- $665 Billion
- Q2 2025
A detailed history of Concord Asset Management, Llc/Va transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 237,086 shares of DON stock, worth $12.3 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
237,086
Previous 156,630
51.37%
Holding current value
$12.3 Million
Previous $7.31 Billion
62.63%
% of portfolio
1.79%
Previous 1.61%
Shares
15 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
-
Morgan Stanley New York, NY2.37MShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$105 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$95 Million4.31% of portfolio
-
Ubs Group Ag1.79MShares$92.8 Million0.02% of portfolio