Highland Capital Management, LLC Wisdomtree Tr Transaction History

Highland Capital Management, LLC

$1.73 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	SELL	N/A	-6,300 Closed	0 $0
Q2 2020 Jul 22, 2020	SELL	N/A	-300 Reduced 4.55%	6,300 $279,000
Q3 2019 Nov 20, 2019	BUY	N/A	6,600 New	6,600 $328,000

Others Institutions Holding DWM

# of Institutions

133

Shares Held

6.48M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.03M
Shares

$57.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

789K
Shares

$44.1 Million
0.02% of portfolio
Shakespeare Wealth Management, Inc. Pewaukee, WI

438K
Shares

$24.5 Million
6.94% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

399K
Shares

$22.3 Million
2.98% of portfolio
Legacy Financial Advisors, Inc.

397K
Shares

$22.2 Million
4.33% of portfolio

About WISDOMTREE TR

Ticker DWM
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