J.W. Cole Advisors, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
J.W. Cole Advisors, Inc.
- $5.04 Billion
- Q3 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 17,065 shares of DON stock, worth $867,755. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,065
Previous 17,220
0.9%
Holding current value
$867,755
Previous $863,000
3.36%
% of portfolio
0.02%
Previous 0.02%
Shares
25 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