Brightwater Advisory LLC Wisdomtree Tr Transaction History
Brightwater Advisory LLC
- $128 Billion
- Q4 2024
A detailed history of Brightwater Advisory LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Brightwater Advisory LLC holds 14,871 shares of DWM stock, worth $847,052. This represents 0.61% of its overall portfolio holdings.
Number of Shares
14,871
Previous 28,820
48.4%
Holding current value
$847,052
Previous $1.66 Billion
52.76%
% of portfolio
0.61%
Previous 1.22%
Shares
4 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
6.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$60.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$40.6 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$22.3 Million1.98% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$21.6 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$19.9 Million0.0% of portfolio