Wealth Management Associates, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Wealth Management Associates, Inc.
- $257 Billion
- Q2 2025
A detailed history of Wealth Management Associates, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 7,069 shares of DON stock, worth $366,739. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,069
Previous 6,588
7.3%
Holding current value
$366,739
Previous $326 Million
8.61%
% of portfolio
0.14%
Previous 0.14%
Shares
14 transactions
Others Institutions Holding DON
# of Institutions
492Shares Held
45.2MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$252 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.37MShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$105 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$95 Million4.31% of portfolio
-
Ubs Group Ag1.79MShares$92.8 Million0.02% of portfolio