Quaker Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Quaker Wealth Management, LLC
- $268 Million
- Q1 2025
A detailed history of Quaker Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Quaker Wealth Management, LLC holds 237 shares of DON stock, worth $11,615. This represents 0.0% of its overall portfolio holdings.
Number of Shares
237Holding current value
$11,615% of portfolio
0.0%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding DON
# of Institutions
492Shares Held
44.7MCall Options Held
500Put Options Held
237-
Bank Of America Corp Charlotte, NC4.62MShares$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$120 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.01MShares$98.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.82MShares$89.2 Million4.57% of portfolio
-
Ubs Group Ag1.61MShares$79 Million0.02% of portfolio