Lowe Brockenbrough & CO Inc Wisdomtree Tr Transaction History

Lowe Brockenbrough & CO Inc

$1.74 Billion
Q2 2025

A detailed history of Lowe Brockenbrough & CO Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, Lowe Brockenbrough & CO Inc holds 1 shares of DWM stock, worth $66. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$66

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$52.06 - $63.91 $52 - $63	1 New	1 $0

Others Institutions Holding DWM

# of Institutions

135

Shares Held

5.55M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.03M
Shares

$67.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

527K
Shares

$34.8 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

387K
Shares

$25.6 Million
2.09% of portfolio
Bank Of America Corp Charlotte, NC

367K
Shares

$24.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

326K
Shares

$21.6 Million
0.0% of portfolio

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About WISDOMTREE TR

Ticker DWM
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