Cascade Investment Advisors, Inc. Wisdomtree Tr Transaction History

Cascade Investment Advisors, Inc.

$147 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 18, 2019	SELL	N/A	-180 Closed	0 $0
Q4 2018 Jan 25, 2019	BUY	N/A	180 New	180 $8.39 Million

Others Institutions Holding DWM

# of Institutions

131

Shares Held

6.48M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.03M
Shares

$56.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

789K
Shares

$43.1 Million
0.02% of portfolio
Shakespeare Wealth Management, Inc. Pewaukee, WI

438K
Shares

$24 Million
6.94% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

399K
Shares

$21.8 Million
2.98% of portfolio
Legacy Financial Advisors, Inc.

397K
Shares

$21.7 Million
4.33% of portfolio

About WISDOMTREE TR

Ticker DWM
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