Clearstead Advisors, LLC Wisdomtree Tr Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 11, 2020	SELL	$37.7 - $47.21 $3,770 - $4,721	-100 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$34.55 - $53.86 $3,454 - $5,386	100 New	100 $4,000

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

741K
Shares

$39.9 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21 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
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