Lri Investments, LLC Wisdomtree Tr Transaction History

Lri Investments, LLC

$746 Billion
Q1 2024

A detailed history of Lri Investments, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lri Investments, LLC holds 398,926 shares of DWM stock, worth $21.4 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares

398,926

Holding current value

$21.4 Million

% of portfolio

2.98%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$50.94 - $55.08 $20.3 Million - $22 Million	398,926 New	398,926 $22.2 Billion

Others Institutions Holding DWM

# of Institutions

131

Shares Held

6.48M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.03M
Shares

$55.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

789K
Shares

$42.4 Million
0.02% of portfolio
Shakespeare Wealth Management, Inc. Pewaukee, WI

438K
Shares

$23.5 Million
6.94% of portfolio
Legacy Financial Advisors, Inc.

397K
Shares

$21.3 Million
4.33% of portfolio
Wealth Enhancement Advisory Services, LLC

385K
Shares

$20.7 Million
0.06% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

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