Wealthspire Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Wealthspire Advisors, LLC
- $7.78 Billion
- Q2 2024
A detailed history of Wealthspire Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 38,600 shares of DON stock, worth $2.02 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
38,600
Previous 38,600
-0.0%
Holding current value
$2.02 Million
Previous $1.88 Million
4.09%
% of portfolio
0.02%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding DON
# of Institutions
437Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$237 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$128 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$98.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$98 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$86.8 Million0.02% of portfolio