Uma Financial Services, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Uma Financial Services, Inc. holds 238 shares of DON stock, worth $12,102. This represents 0.0% of its overall portfolio holdings.
Number of Shares
238
Previous 238
-0.0%
Holding current value
$12,102
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DON
# of Institutions
495Shares 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