American Trust Wisdomtree Tr Transaction History

American Trust

$1.11 Billion
Q3 2025

A detailed history of American Trust transactions in Wisdomtree Tr stock. As of the latest transaction made, American Trust holds 3,079 shares of DWM stock, worth $206,662. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,079

Holding current value

$206,662

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 17, 2025	BUY	$62.79 - $66.96 $193,330 - $206,169	3,079 New	3,079 $203,000

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
Sector ETFs
Industry ETFs

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