Cape Investment Advisory, Inc. Wisdomtree Tr Transaction History

Cape Investment Advisory, Inc.

$256 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Oct 12, 2023	BUY	$47.34 - $51.12 $12,308 - $13,291	260 New	260 $12.9 Million

Others Institutions Holding DWM

# of Institutions

122

Shares Held

5.94M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$59.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$41.2 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21.7 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$21.1 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$19.2 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.