Creative One Wealth, LLC Wisdomtree Tr Transaction History

Creative One Wealth, LLC

$2.76 Billion
Q3 2024

A detailed history of Creative One Wealth, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Creative One Wealth, LLC holds 13,178 shares of DWM stock, worth $699,356. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,178

Holding current value

$699,356

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$52.24 - $58.1 $688,418 - $765,641	13,178 New	13,178 $758,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.08M
Shares

$57.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.3 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$20.7 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.1 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.3 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

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Creative One Wealth, LLC Wisdomtree Tr Transaction History