Destination Wealth Management Wisdomtree Tr U.S. Midcap Divi Transaction History
Destination Wealth Management
- $3.3 Billion
- Q2 2025
A detailed history of Destination Wealth Management transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Destination Wealth Management holds 228,361 shares of DON stock, worth $11.8 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
228,361
Previous 224,545
1.7%
Holding current value
$11.8 Million
Previous $11.1 Million
2.93%
% of portfolio
0.35%
Previous 0.35%
Shares
33 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