Lri Investments, LLC Wisdomtree Tr Transaction History
Lri Investments, LLC
- $1.03 Trillion
- Q1 2025
A detailed history of Lri Investments, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lri Investments, LLC holds 389,546 shares of DWM stock, worth $23.6 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
389,546
Previous 390,651
0.28%
Holding current value
$23.6 Million
Previous $20.6 Billion
10.05%
% of portfolio
2.19%
Previous 1.98%
Shares
4 transactions
Others Institutions Holding DWM
# of Institutions
129Shares Held
6.06MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$64.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$43.1 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$21.2 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC342KShares$20.7 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA313KShares$18.9 Million0.0% of portfolio