Trajan Wealth LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Trajan Wealth LLC
- $2.32 Trillion
- Q3 2025
A detailed history of Trajan Wealth LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Trajan Wealth LLC holds 360,971 shares of DON stock, worth $18.4 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
360,971
Previous 372,555
3.11%
Holding current value
$18.4 Million
Previous $18.7 Billion
1.05%
% of portfolio
0.81%
Previous 0.91%
Shares
7 transactions
Others Institutions Holding DON
# of Institutions
498Shares 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