Axis Wealth Partners, LLC Wisdomtree Tr Transaction History

Axis Wealth Partners, LLC

$119 Billion
Q4 2024

A detailed history of Axis Wealth Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 7,595 shares of DTH stock, worth $300,458. This represents 0.24% of its overall portfolio holdings.

Number of Shares

7,595

Holding current value

$300,458

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$37.38 - $41.11 $283,901 - $312,230	7,595 New	7,595 $287 Million

Others Institutions Holding DTH

# of Institutions

Shares Held

5.65M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.38M
Shares

$54.5 Million
0.0% of portfolio
Morgan Stanley New York, NY

649K
Shares

$25.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

585K
Shares

$23.2 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

330K
Shares

$13 Million
3.27% of portfolio
Mariner, LLC Overland Park, KS

192K
Shares

$7.58 Million
0.01% of portfolio

View Full List

About WISDOMTREE TR

Ticker DTH
Sector ETFs
Industry ETFs

More about DTH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Account

Axis Wealth Partners, LLC Wisdomtree Tr Transaction History