Advisor Resource Council Wisdomtree Tr Transaction History

Advisor Resource Council

$342 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 16, 2021	SELL	N/A	-5,826 Closed	0 $0
Q2 2021 Aug 19, 2021	BUY	N/A	5,508 Added 1732.08%	5,826 $318,000
Q2 2021 Aug 13, 2021	BUY	N/A	318 New	318 $0

Others Institutions Holding DWM

# of Institutions

131

Shares Held

6.48M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.03M
Shares

$55.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

789K
Shares

$42.4 Million
0.02% of portfolio
Shakespeare Wealth Management, Inc. Pewaukee, WI

438K
Shares

$23.5 Million
6.94% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

399K
Shares

$21.4 Million
2.98% of portfolio
Legacy Financial Advisors, Inc.

397K
Shares

$21.3 Million
4.33% of portfolio

About WISDOMTREE TR

Ticker DWM
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