All Square Wealth Management LLC Wisdomtree Tr Transaction History

All Square Wealth Management LLC

$174 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 02, 2018	SELL	N/A	-3,375 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	N/A	1,175 Added 53.41%	3,375 $188,000
Q3 2017 Nov 06, 2017	BUY	N/A	2,200	2,200 $120,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$58 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.9 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.4 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.6 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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