Integrated Wealth Concepts LLC Wisdomtree Tr Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 1,013 shares of DWM stock, worth $67,992. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,013

Holding current value

$67,992

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$62.79 - $66.96 $63,606 - $67,830	1,013 New	1,013 $67,000

Others Institutions Holding DWM

# of Institutions

141

Shares Held

5.53M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.01M
Shares

$67.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

484K
Shares

$32.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

388K
Shares

$26 Million
0.0% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

387K
Shares

$25.9 Million
2.1% of portfolio
Wells Fargo & Company San Francisco, CA

337K
Shares

$22.6 Million
0.0% of portfolio

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About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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Integrated Wealth Concepts LLC Wisdomtree Tr Transaction History