Axis Wealth Partners, LLC Wisdomtree Tr Transaction History

Axis Wealth Partners, LLC

$119 Billion
Q4 2024

A detailed history of Axis Wealth Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 7,595 shares of DTH stock, worth $301,293. This represents 0.24% of its overall portfolio holdings.

Number of Shares

7,595

Holding current value

$301,293

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$37.38 - $41.11 $283,901 - $312,230	7,595 New	7,595 $287 Million

Others Institutions Holding DTH

# of Institutions

Shares Held

5.65M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.38M
Shares

$54.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

649K
Shares

$25.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

585K
Shares

$23.2 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

330K
Shares

$13.1 Million
3.27% of portfolio
Mariner, LLC Overland Park, KS

192K
Shares

$7.6 Million
0.01% of portfolio

View Full List

About WISDOMTREE TR

Ticker DTH
Sector ETFs
Industry ETFs

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Axis Wealth Partners, LLC Wisdomtree Tr Transaction History