Bcs Private Wealth Management, Inc. Wisdomtree Tr Transaction History

Bcs Private Wealth Management, Inc.

$245 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$37.84 - $46.83 $333,483 - $412,712	8,813 New	8,813 $408,000

Others Institutions Holding DTH

# of Institutions

114

Shares Held

6.63M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.35M
Shares

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

800K
Shares

$38.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

743K
Shares

$36.1 Million
0.0% of portfolio
Mariner, LLC Overland Park, KS

341K
Shares

$16.6 Million
0.02% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

161K
Shares

$7.84 Million
0.08% of portfolio

About WISDOMTREE TR

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