New Perspectives, Inc Wisdomtree Tr Transaction History
New Perspectives, Inc
- $207 Million
- Q3 2025
A detailed history of New Perspectives, Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, New Perspectives, Inc holds 4,175 shares of DWM stock, worth $276,051. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,175
Previous 4,175
-0.0%
Holding current value
$276,051
Previous $265,000
4.15%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
137Shares Held
5.57MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$67.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC527KShares$34.8 Million0.01% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL387KShares$25.6 Million2.09% of portfolio
-
Bank Of America Corp Charlotte, NC367KShares$24.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA326KShares$21.6 Million0.0% of portfolio