Morton Brown Family Wealth, LLC Wisdomtree Tr Transaction History

Morton Brown Family Wealth, LLC

$281 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$48.63 - $55.69 $13,616 - $15,593	-280 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$51.6 - $54.8 $14,448 - $15,344	280 New	280 $15,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$56.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$20.5 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$19.9 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.1 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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