Lpl Financial LLC Wisdomtree Tr Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lpl Financial LLC holds 526,732 shares of DWM stock, worth $34.3 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
526,732
Previous 505,679
4.16%
Holding current value
$34.3 Million
Previous $29.4 Million
13.85%
% of portfolio
0.01%
Previous 0.01%
Shares
33 transactions
Others Institutions Holding DWM
# of Institutions
136Shares Held
5.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$66.7 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL387KShares$25.2 Million2.09% of portfolio
-
Bank Of America Corp Charlotte, NC367KShares$23.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA326KShares$21.2 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC315KShares$20.5 Million0.04% of portfolio