Kondo Wealth Advisors, Inc. Wisdomtree Tr Put Options Transaction History

Kondo Wealth Advisors, Inc.

$226 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DWM

# of Institutions

132

Shares Held

5.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.05M
Shares

$67.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

506K
Shares

$32.6 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

387K
Shares

$24.9 Million
2.09% of portfolio
Bank Of America Corp Charlotte, NC

365K
Shares

$23.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

323K
Shares

$20.8 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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