Sanford Advisory Services, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Sanford Advisory Services, LLC
- $420 Million
- Q4 2022
A detailed history of Sanford Advisory Services, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 144,450 shares of DON stock, worth $7.36 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
144,450
Previous 140,455
2.84%
Holding current value
$7.36 Million
Previous $5.29 Million
12.3%
% of portfolio
1.42%
Previous 1.51%
Shares
3 transactions
Others Institutions Holding DON
# of Institutions
436Shares Held
41.4MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$231 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$95.9 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$95.6 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$84.7 Million0.02% of portfolio