Lowe Wealth Advisors, LLC Wisdomtree Tr Transaction History

Lowe Wealth Advisors, LLC

$232 Million
Q1 2025

A detailed history of Lowe Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 320 shares of DWM stock, worth $18,684. This represents 0.01% of its overall portfolio holdings.

Number of Shares

320

Holding current value

$18,684

% of portfolio

0.01%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	BUY	$52.19 - $59.86 $16,700 - $19,155	320 New	320 $18,000
Q2 2019 Jul 10, 2019	SELL	N/A	-25 Closed	0 $0
Q1 2019 Apr 08, 2019	BUY	N/A	25 New	25 $1,000

Others Institutions Holding DWM

# of Institutions

128

Shares Held

6.19M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.07M
Shares

$62.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

712K
Shares

$41.6 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

466K
Shares

$27.2 Million
0.05% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$22.8 Million
1.98% of portfolio
Bank Of America Corp Charlotte, NC

350K
Shares

$20.4 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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