Global Wealth Management Investment Advisory, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 20, 2019	SELL	$33.9 - $36.88 $25,425 - $27,660	-750 Closed	0 $0
Q1 2019 May 10, 2019	BUY	$31.29 - $36.15 $23,467 - $27,112	750 New	750 $27,000

Others Institutions Holding DON

# of Institutions

448

Shares Held

40.9M

Call Options Held

500

Put Options Held

Bank Of America Corp Charlotte, NC

4.38M
Shares

$241 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.46M
Shares

$135 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.41M
Shares

$133 Million
0.06% of portfolio
Linscomb & Williams, Inc. Houston, TX

1.86M
Shares

$102 Million
4.73% of portfolio
Ubs Group Ag

1.61M
Shares

$88.8 Million
0.02% of portfolio

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Account