New Edge Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
New Edge Advisors, LLC
- $13.5 Billion
- Q2 2024
A detailed history of New Edge Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, New Edge Advisors, LLC holds 13,342 shares of DON stock, worth $697,119. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,342
Previous 14,030
4.9%
Holding current value
$697,119
Previous $684,000
8.77%
% of portfolio
0.0%
Previous 0.01%
Shares
29 transactions
Others Institutions Holding DON
# of Institutions
437Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$237 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$128 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$98.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$98 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$86.8 Million0.02% of portfolio