Institutional shares held 396,077
0 calls
0 puts
Total value of holdings $12.5M
$0 calls
$0 puts
# of Institutions 19


Latest Institutional Activity in DWMF

Top Purchases

Q1 2025
Breakwater Capital Group Shares Held: 14.9K ($469K)
Q1 2025
Sk Wealth Management, LLC Shares Held: 11.6K ($366K)
Q1 2025
Cetera Investment Advisers Shares Held: 7.9K ($249K)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 25K ($788K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 17.5K ($550K)

Top Sells

Q1 2025
Epg Wealth Management LLC Shares Held: 3.69K ($116K)
Q1 2025
Harbour Investments, Inc. Shares Held: 331 ($10.4K)
Q1 2025
Jane Street Group, LLC Shares Held: 7.75K ($244K)
Q1 2025
Avantax Advisory Services, Inc. Shares Held: 59.1K ($1.86M)
Q1 2025
Core Cap Advisors, LLC Shares Held: 3.26K ($103K)

About DWMF

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