Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 19, 2023	SELL	$48.54 - $51.63 $177,656 - $188,965	-3,660 Reduced 94.97%	194 $9,000
Q1 2023 May 10, 2023	BUY	$47.34 - $51.12 $182,448 - $197,016	3,854 New	3,854 $191,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.08M
Shares

$58 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.9 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.4 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.6 Million
0.0% of portfolio

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About WISDOMTREE TR

Ticker DWM
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