Cascade Investment Advisors, Inc. Wisdomtree Tr Transaction History

Cascade Investment Advisors, Inc.

$156 Million
Q3 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

126

Shares Held

5.86M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$58.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$40.1 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21.1 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.5 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.7 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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