Lri Investments, LLC Wisdomtree Tr Transaction History
Lri Investments, LLC
- $1.03 Trillion
- Q1 2025
A detailed history of Lri Investments, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lri Investments, LLC holds 389,546 shares of DWM stock, worth $24.4 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
389,546
Previous 390,651
0.28%
Holding current value
$24.4 Million
Previous $20.6 Billion
10.05%
% of portfolio
2.19%
Previous 1.98%
Shares
4 transactions
Others Institutions Holding DWM
# of Institutions
132Shares Held
5.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$65.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC506KShares$31.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC365KShares$22.9 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC342KShares$21.5 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA323KShares$20.2 Million0.0% of portfolio