Envision Financial LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Envision Financial LLC
- $174 Billion
- Q3 2025
A detailed history of Envision Financial LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Envision Financial LLC holds 39,662 shares of DON stock, worth $2.02 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
39,662
Previous 40,032
0.92%
Holding current value
$2.02 Million
Previous $2.01 Billion
3.38%
% of portfolio
1.19%
Previous 1.34%
Shares
4 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
-
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