Portside Wealth Group, LLC Wisdomtree Tr Transaction History

Portside Wealth Group, LLC

$578 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 01, 2023	BUY	$36.15 - $39.0 $1.55 Million - $1.67 Million	42,904 New	42,904 $1.58 Million

Others Institutions Holding DTH

# of Institutions

82

Shares Held

5.55M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$53.4 Million
0.0% of portfolio
Morgan Stanley New York, NY

649K
Shares

$25.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

585K
Shares

$22.7 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

330K
Shares

$12.8 Million
3.27% of portfolio
Mariner, LLC Overland Park, KS

192K
Shares

$7.43 Million
0.01% of portfolio

About WISDOMTREE TR

Ticker DTH
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