Brightwater Advisory LLC Wisdomtree Tr Transaction History
Brightwater Advisory LLC
- $128 Billion
- Q4 2024
A detailed history of Brightwater Advisory LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Brightwater Advisory LLC holds 14,871 shares of DWM stock, worth $820,284. This represents 0.61% of its overall portfolio holdings.
Number of Shares
14,871
Previous 28,820
48.4%
Holding current value
$820,284
Previous $1.66 Billion
52.76%
% of portfolio
0.61%
Previous 1.22%
Shares
4 transactions
Others Institutions Holding DWM
# of Institutions
122Shares Held
5.99MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$59.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$40.9 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$21.5 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.9 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$19 Million0.0% of portfolio