Iag Wealth Partners, LLC Wisdomtree Tr Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$51.6 - $54.8 $74,562 - $79,186	-1,445 Closed	0 $0
Q2 2020 Feb 11, 2021	BUY	$37.7 - $47.21 $54,476 - $68,218	1,445 New	1,445 $64,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$58 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.9 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.4 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.6 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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