Quaker Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Quaker Wealth Management, LLC
- $290 Million
- Q3 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 $12,051. This represents 0.0% of its overall portfolio holdings.
Number of Shares
237
Previous 237
-0.0%
Holding current value
$12,051
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DON
# of Institutions
495Shares Held
44.5MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.69MShares$239 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.35MShares$119 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.99MShares$101 Million0.03% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$93 Million4.23% of portfolio
-
Ubs Group Ag1.77MShares$89.8 Million0.02% of portfolio