Essex LLC Wisdomtree Tr Transaction History

Essex LLC

$455 Million
Q1 2025

A detailed history of Essex LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Essex LLC holds 4,300 shares of DWM stock, worth $260,408. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,300

Holding current value

$260,408

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 25, 2025	BUY	$52.19 - $59.86 $224,417 - $257,398	4,300 New	4,300 $250,000

Others Institutions Holding DWM

# of Institutions

129

Shares Held

6.07M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.07M
Shares

$64.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

712K
Shares

$43.1 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$23.7 Million
1.98% of portfolio
Bank Of America Corp Charlotte, NC

350K
Shares

$21.2 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

342K
Shares

$20.7 Million
0.04% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

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