J.W. Cole Advisors, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 15,952 shares of DON stock, worth $781,807. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,952
Previous 15,119
5.51%
Holding current value
$781,807
Previous $773,000
5.17%
% of portfolio
0.03%
Previous 0.03%
Shares
22 transactions
Others Institutions Holding DON
# of Institutions
483Shares Held
43.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$221 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$122 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$102 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$90.1 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$78.1 Million0.02% of portfolio