Yarger Wealth Strategies, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Yarger Wealth Strategies, LLC
- $183 Million
- Q3 2025
A detailed history of Yarger Wealth Strategies, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 38,240 shares of DON stock, worth $1.94 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
38,240
Previous 38,116
0.33%
Holding current value
$1.94 Million
Previous $1.91 Million
4.66%
% of portfolio
1.09%
Previous 1.16%
Shares
16 transactions
Others Institutions Holding DON
# of Institutions
498Shares 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