Core Wealth Advisors, Inc. Wisdomtree Tr Transaction History

Core Wealth Advisors, Inc.

$301 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 05, 2021	SELL	$43.68 - $50.9 $8,517 - $9,925	-195 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$44.37 - $47.42 $8,652 - $9,246	195 New	195 $9,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

6.12M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.07M
Shares

$61.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

712K
Shares

$40.7 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$22.3 Million
1.98% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$21.7 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

350K
Shares

$20 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 Core Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Advisors, Inc. with notifications on news.