Abound Wealth Management Wisdomtree Tr Transaction History

Abound Wealth Management

$399 Billion
Q3 2025

A detailed history of Abound Wealth Management transactions in Wisdomtree Tr stock. As of the latest transaction made, Abound Wealth Management holds 113 shares of DWM stock, worth $7,584. This represents 0.0% of its overall portfolio holdings.

Number of Shares

113

Holding current value

$7,584

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 10, 2025	BUY	$62.79 - $66.96 $7,095 - $7,566	113 New	113 $7.48 Million

Others Institutions Holding DWM

# of Institutions

141

Shares Held

5.53M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.01M
Shares

$67.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

484K
Shares

$32.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

388K
Shares

$26 Million
0.0% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

387K
Shares

$25.9 Million
2.1% of portfolio
Wells Fargo & Company San Francisco, CA

337K
Shares

$22.6 Million
0.0% of portfolio

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About WISDOMTREE TR

Ticker DWM
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