Claro Advisors LLC Wisdomtree Tr Transaction History

Claro Advisors LLC

$706 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 10, 2019	SELL	N/A	-290 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	290 New	290 $15,000

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

$58.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$40 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

$20.4 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.6 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Claro Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Claro Advisors LLC with notifications on news.