True Link Financial Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
True Link Financial Advisors, LLC
- $1.44 Billion
- Q2 2025
A detailed history of True Link Financial Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 20,286 shares of DON stock, worth $1.06 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
20,286
Previous 20,678
1.9%
Holding current value
$1.06 Million
Previous $1.02 Million
0.68%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding DON
# of Institutions
490Shares Held
45.2MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$253 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.37MShares$124 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$105 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$95.4 Million4.31% of portfolio
-
Ubs Group Ag1.79MShares$93.1 Million0.02% of portfolio