Retirement Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Retirement Group, LLC holds 1,859 shares of DON stock, worth $97,132. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,859
Previous 1,850
0.49%
Holding current value
$97,132
Previous $84,000
7.14%
% of portfolio
0.03%
Previous 0.03%
Shares
13 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