Lri Investments, LLC Wisdomtree Tr Transaction History
Lri Investments, LLC
- $1.22 Trillion
 - Q3 2025
 
A detailed history of Lri Investments, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lri Investments, LLC holds 386,546 shares of DWM stock, worth $25.6 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
386,546
              Previous 386,546
              
        
           -0.0%
        
      
          
        Holding current value
$25.6 Million
            Previous $24.6 Billion
            
        
           4.18%
        
      
          
        % of portfolio
2.1%
            Previous 2.09%
          
        Shares
	  5 transactions
	
  Others Institutions Holding DWM
# of Institutions
134Shares Held
5.54MCall Options Held
0Put Options Held
0- 
    
      Morgan Stanley New York, NY1.03MShares$67.8 Million0.0% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC527KShares$34.8 Million0.01% of portfolio
 - 
    
      Bank Of America Corp Charlotte, NC367KShares$24.3 Million0.0% of portfolio
 - 
    
      Wells Fargo & Company San Francisco, CA326KShares$21.6 Million0.0% of portfolio
 - 
    
      Wealth Enhancement Advisory Services, LLC305KShares$20.2 Million0.03% of portfolio