Crux Wealth Advisors Wisdomtree Tr U.S. Midcap Divi Transaction History
Crux Wealth Advisors
- $252 Billion
- Q3 2025
A detailed history of Crux Wealth Advisors transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Crux Wealth Advisors holds 4,523 shares of DON stock, worth $229,994. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,523
Previous 4,498
0.56%
Holding current value
$229,994
Previous $225 Million
4.94%
% of portfolio
0.09%
Previous 0.1%
Shares
4 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