Allworth Financial LP Wisdomtree Tr Transaction History

Allworth Financial LP

$20.2 Billion
Q2 2025

A detailed history of Allworth Financial LP transactions in Wisdomtree Tr stock. As of the latest transaction made, Allworth Financial LP holds 793 shares of DWM stock, worth $51,600. This represents 0.0% of its overall portfolio holdings.

Number of Shares

793

Holding current value

$51,600

% of portfolio

0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$52.06 - $63.91 $41,283 - $50,680	793 New	793 $50,000
Q2 2023 Jul 18, 2023	BUY	$48.54 - $51.63 $582 - $619	12 Added 2.14%	573 $28,000
Q1 2023 Apr 18, 2023	BUY	$47.34 - $51.12 $236 - $255	5 Added 0.9%	561 $27,000
Q4 2022 Jan 13, 2023	BUY	$39.94 - $48.25 $119 - $144	3 Added 0.54%	556 $0
Q3 2022 Oct 18, 2022	BUY	$39.86 - $47.65 $199 - $238	5 Added 0.91%	553 $22,000
Q2 2022 Jul 13, 2022	BUY	$45.44 - $53.31 $590 - $693	13 Added 2.43%	548 $25,000
Q1 2022 Apr 22, 2022	BUY	$48.63 - $55.69 $26,017 - $29,794	535 New	535 $28,000

Others Institutions Holding DWM

# of Institutions

136

Shares Held

5.64M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.05M
Shares

$68 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

527K
Shares

$34.3 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

387K
Shares

$25.2 Million
2.09% of portfolio
Bank Of America Corp Charlotte, NC

365K
Shares

$23.8 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

323K
Shares

$21 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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