Creekmur Asset Management LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Creekmur Asset Management LLC
- $603 Billion
- Q3 2025
A detailed history of Creekmur Asset Management LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Creekmur Asset Management LLC holds 495 shares of DON stock, worth $25,170. This represents 0.0% of its overall portfolio holdings.
Number of Shares
495
Previous 589
15.96%
Holding current value
$25,170
Previous $29.5 Million
12.25%
% of portfolio
0.0%
Previous 0.01%
Shares
6 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