Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Wisdomtree Tr U.S. Midcap Divi Transaction History
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
- $574 Million
- Q2 2025
A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 16,903 shares of DON stock, worth $876,927. This represents 0.15% of its overall portfolio holdings.
Number of Shares
16,903
Previous 44,103
61.67%
Holding current value
$876,927
Previous $2.18 Million
61.2%
% of portfolio
0.15%
Previous 0.34%
Shares
18 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