Inspirion Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Inspirion Wealth Advisors, LLC
- $777 Million
- Q3 2025
A detailed history of Inspirion Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 97,986 shares of DON stock, worth $4.92 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
97,986
Previous 93,084
5.27%
Holding current value
$4.92 Million
Previous $4.67 Million
9.84%
% of portfolio
0.66%
Previous 0.64%
Shares
33 transactions
Others Institutions Holding DON
# of Institutions
492Shares Held
45.2MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$244 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.37MShares$119 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$101 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$92 Million4.31% of portfolio
-
Ubs Group Ag1.79MShares$89.8 Million0.02% of portfolio