Benedetti & Gucer, Inc. Wisdomtree Tr Transaction History
Benedetti & Gucer, Inc.
- $201 Million
- Q1 2024
A detailed history of Benedetti & Gucer, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Benedetti & Gucer, Inc. holds 4,755 shares of DWM stock, worth $275,266. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,755
Previous 5,047
5.79%
Holding current value
$275,266
Previous $265,000
1.89%
% of portfolio
0.13%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding DWM
# of Institutions
133Shares Held
6.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$59.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$46 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$24.7 Million0.06% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$23 Million2.43% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$21.8 Million4.0% of portfolio