Dynamic Advisor Solutions LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding WTV
# of Institutions
78Shares Held
2.93MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC557KShares$48.1 Million0.02% of portfolio
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Prism Advisors, Inc.253KShares$21.9 Million5.83% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$21 Million0.03% of portfolio
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Legacy Financial Advisors, Inc.218KShares$18.8 Million3.38% of portfolio
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Private Wealth Strategies, L.L.C.186KShares$16.1 Million2.77% of portfolio