Costello Asset Management, Inc Wisdomtree Tr U.S. Midcap Divi Transaction History
Costello Asset Management, Inc
- $260 Million
- Q2 2025
A detailed history of Costello Asset Management, Inc transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Costello Asset Management, Inc holds 320 shares of DON stock, worth $16,227. This represents 0.01% of its overall portfolio holdings.
Number of Shares
320
Previous 122
162.3%
Holding current value
$16,227
Previous $6,000
166.67%
% of portfolio
0.01%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DON
# of Institutions
485Shares Held
45.1MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.62MShares$234 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.01MShares$102 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$92.9 Million4.31% of portfolio
-
Ubs Group Ag1.61MShares$81.8 Million0.02% of portfolio