4 Wealth Advisors, Inc. Wisdomtree Tr Transaction History

4 Wealth Advisors, Inc.

$98.4 Billion
Q2 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 3,444 shares of DWM stock, worth $221,793. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,444

Holding current value

$221,793

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$52.06 - $63.91 $179,294 - $220,106	3,444 New	3,444 $219 Million

Others Institutions Holding DWM

# of Institutions

132

Shares Held

5.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.05M
Shares

$67.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

506K
Shares

$32.6 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

387K
Shares

$24.9 Million
2.09% of portfolio
Bank Of America Corp Charlotte, NC

365K
Shares

$23.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

323K
Shares

$20.8 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

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