Wpg Advisers, LLC Wisdomtree Tr Transaction History

Wpg Advisers, LLC

$107 Billion
Q1 2025

A detailed history of Wpg Advisers, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Wpg Advisers, LLC holds 1,112 shares of DWM stock, worth $67,276. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,112

Previous 1,112 -0.0%

Holding current value

$67,276

Previous $58.6 Million 10.36%

% of portfolio

0.06%

Previous 0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 May 15, 2025	BUY	$52.54 - $57.11 $58,424 - $63,506	1,112 New	1,112 $58.6 Million

Others Institutions Holding DWM

# of Institutions

130

Shares Held

5.63M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.05M
Shares

$63.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

506K
Shares

$30.6 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

390K
Shares

$23.6 Million
2.19% of portfolio
Bank Of America Corp Charlotte, NC

365K
Shares

$22.1 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

342K
Shares

$20.7 Million
0.04% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

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