Kiker Wealth Management, LLC Wisdomtree Tr Transaction History

Kiker Wealth Management, LLC

$147 Billion
Q1 2025

A detailed history of Kiker Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Kiker Wealth Management, LLC holds 63 shares of DWM stock, worth $3,958. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,958

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$52.19 - $59.86 $3,287 - $3,771	63 New	63 $3.66 Million

Others Institutions Holding DWM

# of Institutions

131

Shares Held

5.64M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.05M
Shares

$65.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

506K
Shares

$31.8 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

390K
Shares

$24.5 Million
2.19% of portfolio
Bank Of America Corp Charlotte, NC

365K
Shares

$23 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

342K
Shares

$21.5 Million
0.04% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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Kiker Wealth Management, LLC Wisdomtree Tr Transaction History