Beacon Financial Group Wisdomtree Tr Call Options Transaction History

Beacon Financial Group

$869 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DWM

# of Institutions

129

Shares Held

6.07M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.07M
Shares

$64 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

712K
Shares

$42.7 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$23.4 Million
1.98% of portfolio
Bank Of America Corp Charlotte, NC

350K
Shares

$21 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

342K
Shares

$20.5 Million
0.04% of portfolio

About WISDOMTREE TR

Ticker DWM
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