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

Global Wealth Management Investment Advisory, Inc.

$429 Million
Q2 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

437

Shares Held

41.3M

Call Options Held

500

Put Options Held

Bank Of America Corp Charlotte, NC

4.53M
Shares

$237 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.45M
Shares

$128 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.88M
Shares

$98.3 Million
0.04% of portfolio
Linscomb & Williams, Inc. Houston, TX

1.87M
Shares

$98 Million
4.55% of portfolio
Ubs Group Ag

1.66M
Shares

$86.8 Million
0.02% of portfolio

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About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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