A detailed history of Lri Investments, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lri Investments, LLC holds 390,651 shares of DWM stock, worth $21.3 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
390,651
Previous 396,966 1.59%
Holding current value
$21.3 Million
Previous $21.3 Billion 1.5%
% of portfolio
2.04%
Previous 2.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024

SELL
$52.24 - $58.1 $329,895 - $366,901
-6,315 Reduced 1.59%
390,651 $21 Billion
Q2 2024

Jul 24, 2024

SELL
$52.54 - $56.44 $102,978 - $110,622
-1,960 Reduced 0.49%
396,966 $21.3 Billion
Q1 2024

May 14, 2024

BUY
$50.94 - $55.08 $20.3 Million - $22 Million
398,926 New
398,926 $22.2 Billion

Others Institutions Holding DWM

About WISDOMTREE TR


  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
Track This Portfolio

Track Lri Investments, LLC Portfolio

Follow Lri Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lri Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lri Investments, LLC with notifications on news.