Asset Dedication, LLC Wisdomtree Tr Transaction History

Asset Dedication, LLC

$1.21 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	$34.55 - $53.86 $6,909 - $10,772	-200 Closed	0 $0
Q3 2017 Oct 18, 2017	BUY	N/A	200	200 $11,000

Others Institutions Holding DWM

# of Institutions

130

Shares Held

5.62M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.05M
Shares

$65.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

506K
Shares

$31.7 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

390K
Shares

$24.4 Million
2.19% of portfolio
Bank Of America Corp Charlotte, NC

365K
Shares

$22.9 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

342K
Shares

$21.5 Million
0.04% of portfolio

About WISDOMTREE TR

Ticker DWM
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