Darwin Advisors, LLC Wisdomtree Tr Transaction History

Darwin Advisors, LLC

$356 Million
Q3 2024

A detailed history of Darwin Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Darwin Advisors, LLC holds 762 shares of DWM stock, worth $49,583. This represents 0.01% of its overall portfolio holdings.

Number of Shares

762

Holding current value

$49,583

% of portfolio

0.01%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$52.24 - $58.1 $39,806 - $44,272	762 New	762 $43,000
Q2 2020 Aug 06, 2020	SELL	$37.7 - $47.21 $28,727 - $35,974	-762 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$34.55 - $53.86 $26,327 - $41,041	762 New	762 $30,000

Others Institutions Holding DWM

# of Institutions

135

Shares Held

5.64M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.05M
Shares

$68 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

506K
Shares

$32.9 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

387K
Shares

$25.2 Million
2.09% of portfolio
Bank Of America Corp Charlotte, NC

365K
Shares

$23.8 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

323K
Shares

$21 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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