Goldstone Financial Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Goldstone Financial Group, LLC
- $845 Billion
- Q3 2025
A detailed history of Goldstone Financial Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 192,445 shares of DON stock, worth $9.79 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
192,445
Previous 174,349
10.38%
Holding current value
$9.79 Million
Previous $9 Billion
11.81%
% of portfolio
1.19%
Previous 1.19%
Shares
11 transactions
Others Institutions Holding DON
# of Institutions
497Shares 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
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Lpl Financial LLC Fort Mill, SC1.99MShares$101 Million0.03% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.83MShares$93 Million4.23% of portfolio
-
Ubs Group Ag1.77MShares$89.8 Million0.02% of portfolio