Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Wisdomtree Tr U.S. Midcap Divi Transaction History
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
- $653 Million
- Q3 2024
A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 44,103 shares of DON stock, worth $2.27 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
44,103
Previous 8,460
421.31%
Holding current value
$2.27 Million
Previous $395,000
470.63%
% of portfolio
0.35%
Previous 0.08%
Shares
17 transactions
Others Institutions Holding DON
# of Institutions
449Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$126 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$124 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$95.8 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$83.1 Million0.02% of portfolio