Howe & Rusling Inc Wisdomtree Tr Transaction History

Howe & Rusling Inc

$1.18 Billion
Q1 2025

A detailed history of Howe & Rusling Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, Howe & Rusling Inc holds 5,337 shares of DWM stock, worth $334,843. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,337

Holding current value

$334,843

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Jun 17, 2025	BUY	$52.19 - $59.86 $278,538 - $319,472	5,337 New	5,337 $310,000

Others Institutions Holding DWM

# of Institutions

132

Shares Held

5.64M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.05M
Shares

$65.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

506K
Shares

$31.7 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

390K
Shares

$24.4 Million
2.19% of portfolio
Bank Of America Corp Charlotte, NC

365K
Shares

$22.9 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

342K
Shares

$21.5 Million
0.04% of portfolio

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About WISDOMTREE TR

Ticker DWM
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