Berkeley, Inc Wisdomtree Tr Transaction History

Berkeley, Inc

$124 Billion
Q4 2020

A detailed history of Berkeley, Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, Berkeley, Inc holds 5,864 shares of DWM stock, worth $333,192. This represents 0.24% of its overall portfolio holdings.

Number of Shares

5,864

Holding current value

$333,192

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 28, 2025	BUY	$43.68 - $50.9 $256,139 - $298,477	5,864 New	5,864 $297 Million

Others Institutions Holding DWM

# of Institutions

127

Shares Held

6.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.07M
Shares

$60.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

712K
Shares

$40.5 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$22.2 Million
1.98% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$21.5 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

350K
Shares

$19.9 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
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