Inspirion Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Inspirion Wealth Advisors, LLC
- $778 Million
- Q4 2025
A detailed history of Inspirion Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 87,539 shares of DON stock, worth $4.45 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
87,539
Previous 97,986
10.66%
Holding current value
$4.45 Million
Previous $5.12 Million
13.13%
% of portfolio
0.57%
Previous 0.66%
Shares
34 transactions
Others Institutions Holding DON
# of Institutions
496Shares 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