Rothschild Investment LLC Wisdomtree Tr Transaction History

Rothschild Investment LLC

$1.44 Trillion
Q2 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 $13,345. This represents 0.0% of its overall portfolio holdings.

Number of Shares

235

Holding current value

$13,345

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$52.54 - $56.44 $12,346 - $13,263	235 New	235 $12.6 Million

Others Institutions Holding DWM

# of Institutions

133

Shares Held

6.62M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.03M
Shares

$58.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

794K
Shares

$45.1 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

426K
Shares

$24.2 Million
0.06% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

397K
Shares

$22.5 Million
2.43% of portfolio
Legacy Financial Advisors, Inc.

377K
Shares

$21.4 Million
4.0% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
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