Trajan Wealth LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Trajan Wealth LLC
- $1.83 Trillion
- Q1 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 390,314 shares of DON stock, worth $19.1 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
390,314
Previous 431,033
9.45%
Holding current value
$19.1 Million
Previous $22 Billion
12.02%
% of portfolio
1.05%
Previous 1.22%
Shares
5 transactions
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