Intrua Financial, LLC Wisdomtree Tr Transaction History

Intrua Financial, LLC

$502 Million
Q1 2023

A detailed history of Intrua Financial, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Intrua Financial, LLC holds 16,882 shares of DWM stock, worth $923,951. This represents 0.17% of its overall portfolio holdings.

Number of Shares

16,882

Holding current value

$923,951

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$47.34 - $51.12 $799,193 - $863,007	16,882 New	16,882 $839,000

Others Institutions Holding DWM

# of Institutions

131

Shares Held

6.48M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.03M
Shares

$56.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

789K
Shares

$43.2 Million
0.02% of portfolio
Shakespeare Wealth Management, Inc. Pewaukee, WI

438K
Shares

$24 Million
6.94% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

399K
Shares

$21.8 Million
2.98% of portfolio
Legacy Financial Advisors, Inc.

397K
Shares

$21.7 Million
4.33% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
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