Lri Investments, LLC Wisdomtree Tr Transaction History
Lri Investments, LLC
- $1.18 Trillion
- Q2 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 $25.2 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
386,546
Previous 389,546
0.77%
Holding current value
$25.2 Million
Previous $22.7 Billion
8.45%
% of portfolio
2.09%
Previous 2.19%
Shares
5 transactions
Others Institutions Holding DWM
# of Institutions
137Shares Held
5.65MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$68 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC527KShares$34.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC365KShares$23.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA323KShares$21 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC315KShares$20.5 Million0.04% of portfolio