Financial Gravity Companies, Inc. Wisdomtree Tr Transaction History

Financial Gravity Companies, Inc.

$438 Billion
Q4 2024

A detailed history of Financial Gravity Companies, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Financial Gravity Companies, Inc. holds 246 shares of DWM stock, worth $14,363. This represents 0.0% of its overall portfolio holdings.

Number of Shares

246

Holding current value

$14,363

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$52.54 - $57.11 $12,924 - $14,049	246 New	246 $13 Million

Others Institutions Holding DWM

# of Institutions

128

Shares Held

6.19M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.07M
Shares

$62.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

712K
Shares

$41.6 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

466K
Shares

$27.2 Million
0.05% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$22.8 Million
1.98% of portfolio
Bank Of America Corp Charlotte, NC

350K
Shares

$20.4 Million
0.0% of portfolio

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About WISDOMTREE TR

Ticker DWM
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Financial Gravity Companies, Inc. Wisdomtree Tr Transaction History