New Insight Wealth Advisors Wisdomtree Tr U.S. Midcap Divi Transaction History
New Insight Wealth Advisors
- $243 Billion
- Q2 2025
A detailed history of New Insight Wealth Advisors transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, New Insight Wealth Advisors holds 12,140 shares of DON stock, worth $629,823. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,140
Previous 12,710
4.48%
Holding current value
$629,823
Previous $629 Million
3.33%
% of portfolio
0.25%
Previous 0.29%
Shares
7 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