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 $887,317. This represents 0.17% of its overall portfolio holdings.

Number of Shares

16,882

Holding current value

$887,317

% 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

126

Shares Held

5.86M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.08M
Shares

$56.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$20.5 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$19.9 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.1 Million
0.0% of portfolio

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About WISDOMTREE TR

Ticker DWM
Sector ETFs
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