4 Wealth Advisors, Inc. Wisdomtree Tr Transaction History
4 Wealth Advisors, Inc.
- $112 Billion
- Q3 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 3,353 shares of DWM stock, worth $221,700. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,353
Previous 3,444
2.64%
Holding current value
$221,700
Previous $219 Million
1.44%
% of portfolio
0.2%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding DWM
# of Institutions
133Shares Held
5.53MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$67.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC527KShares$34.8 Million0.01% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL387KShares$25.6 Million2.1% of portfolio
-
Bank Of America Corp Charlotte, NC367KShares$24.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA326KShares$21.6 Million0.0% of portfolio