New Perspectives, Inc Wisdomtree Tr Transaction History
New Perspectives, Inc
- $187 Million
- Q1 2025
A detailed history of New Perspectives, Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, New Perspectives, Inc holds 4,175 shares of DWM stock, worth $252,587. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,175
Previous 4,175
-0.0%
Holding current value
$252,587
Previous $220,000
10.0%
% of portfolio
0.13%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
129Shares Held
6.06MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$64.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$43.1 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL390KShares$23.6 Million2.19% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$21.2 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC342KShares$20.7 Million0.04% of portfolio