Evolution Wealth Management Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 3,880 shares of DON stock, worth $197,298. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,880
Previous 4,211
7.86%
Holding current value
$197,298
Previous $211 Million
3.85%
% of portfolio
0.21%
Previous 0.26%
Shares
2 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