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 $1.55 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
28,820
Previous 45,461
36.61%
Holding current value
$1.55 Million
Previous $2.44 Billion
32.08%
% of portfolio
1.22%
Previous 1.89%
Shares
3 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$58 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$39.9 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$21 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.4 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$18.6 Million0.0% of portfolio