Mai Capital Management Wisdomtree Tr Transaction History

Mai Capital Management

$13 Billion
Q1 2025

A detailed history of Mai Capital Management transactions in Wisdomtree Tr stock. As of the latest transaction made, Mai Capital Management holds 1,571 shares of DWM stock, worth $95,045. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,571

Previous 1,571 -0.0%

Holding current value

$95,045

Previous $82,000 10.98%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$52.54 - $57.11 $82,540 - $89,719	1,571 New	1,571 $82,000

Others Institutions Holding DWM

# of Institutions

131

Shares Held

5.64M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.05M
Shares

$63.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

506K
Shares

$30.6 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

390K
Shares

$23.6 Million
2.19% of portfolio
Bank Of America Corp Charlotte, NC

365K
Shares

$22.1 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

342K
Shares

$20.7 Million
0.04% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

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Mai Capital Management Wisdomtree Tr Transaction History