Rothschild Investment LLC Wisdomtree Tr Transaction History
Rothschild Investment LLC
- $1.53 Trillion
- Q3 2024
A detailed history of Rothschild Investment LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Rothschild Investment LLC holds 235 shares of DWM stock, worth $12,607. This represents 0.0% of its overall portfolio holdings.
Number of Shares
235
Previous 235
-0.0%
Holding current value
$12,607
Previous $12.6 Million
7.15%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
129Shares Held
6.56MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$55.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$39.8 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$21.3 Million2.43% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.3 Million0.05% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$20.2 Million4.0% of portfolio