New Perspectives, Inc Wisdomtree Tr Transaction History
New Perspectives, Inc
- $201 Million
- Q2 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 $271,667. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,175
Previous 4,175
-0.0%
Holding current value
$271,667
Previous $242,000
9.5%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
135Shares Held
5.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$68 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC506KShares$32.9 Million0.01% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL387KShares$25.2 Million2.09% of portfolio
-
Bank Of America Corp Charlotte, NC365KShares$23.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA323KShares$21 Million0.0% of portfolio