Envestnet Asset Management Inc Wisdomtree Tr Transaction History
Envestnet Asset Management Inc
- $299 Billion
- Q1 2025
A detailed history of Envestnet Asset Management Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, Envestnet Asset Management Inc holds 48,785 shares of DWM stock, worth $2.95 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
48,785
Previous 49,263
0.97%
Holding current value
$2.95 Million
Previous $2.6 Million
9.24%
% of portfolio
0.0%
Previous 0.0%
Shares
32 transactions
Others Institutions Holding DWM
# of Institutions
129Shares Held
6.07MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$64.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$43.1 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$23.7 Million1.98% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$21.2 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC342KShares$20.7 Million0.04% of portfolio