Badgley Phelps Wealth Managers, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.67 Billion
- Q3 2025
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 4,464 shares of DON stock, worth $226,994. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,464
Previous 4,464
-0.0%
Holding current value
$226,994
Previous $223,000
4.48%
% of portfolio
0.0%
Previous 0.01%
Shares
1 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