Signature Estate & Investment Advisors LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Signature Estate & Investment Advisors LLC
- $3.98 Billion
- Q2 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 117,709 shares of DON stock, worth $5.96 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
117,709
Previous 138,809
15.2%
Holding current value
$5.96 Million
Previous $6.77 Million
18.67%
% of portfolio
0.14%
Previous 0.19%
Shares
33 transactions
Others Institutions Holding DON
# of Institutions
439Shares Held
41.4MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$229 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$124 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$95.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$94.9 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$84.1 Million0.02% of portfolio