Lpl Financial LLC Wisdomtree Tr Transaction History
Lpl Financial LLC
- $196 Billion
- Q2 2024
A detailed history of Lpl Financial LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lpl Financial LLC holds 794,338 shares of DWM stock, worth $46 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
794,338
Previous 788,591
0.73%
Holding current value
$46 Million
Previous $43.2 Million
1.26%
% of portfolio
0.02%
Previous 0.02%
Shares
29 transactions
Others Institutions Holding DWM
# of Institutions
133Shares Held
6.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$59.7 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$24.7 Million0.06% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$23 Million2.43% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$21.8 Million4.0% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI365KShares$21.1 Million5.7% of portfolio