Brightwater Advisory LLC Wisdomtree Tr Transaction History
Brightwater Advisory LLC
- $136 Billion
- Q3 2024
A detailed history of Brightwater Advisory LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Brightwater Advisory LLC holds 28,820 shares of DWM stock, worth $1.58 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
28,820
Previous 45,461
36.61%
Holding current value
$1.58 Million
Previous $2.44 Billion
32.08%
% of portfolio
1.22%
Previous 1.89%
Shares
3 transactions
Others Institutions Holding DWM
# of Institutions
132Shares Held
6.56MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$56.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$40.7 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$21.8 Million2.43% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.8 Million0.05% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$20.7 Million4.0% of portfolio