Cadence Bank Wisdomtree Tr Transaction History

Cadence Bank

$1.45 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$48.54 - $51.63 $24,270 - $25,815	-500 Reduced 11.03%	4,033 $201,000
Q4 2022 Feb 13, 2023	BUY	$39.94 - $48.25 $181,048 - $218,717	4,533 New	4,533 $213,000

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

$57.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.3 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$20.7 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.1 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.3 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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