Bison Wealth, LLC Wisdomtree Tr Transaction History

Bison Wealth, LLC

$561 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	$34.55 - $53.86 $6,080 - $9,479	-176 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$48.34 - $53.77 $8,507 - $9,463	176 New	176 $9,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$58.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$40 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21.1 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.4 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.6 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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