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 $224,101. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,444

Holding current value

$224,101

% 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

135

Shares Held

5.64M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.05M
Shares

$68 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

506K
Shares

$32.9 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

387K
Shares

$25.2 Million
2.09% of portfolio
Bank Of America Corp Charlotte, NC

365K
Shares

$23.8 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

323K
Shares

$21 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 4 Wealth Advisors, Inc. with notifications on news.

Account