O'Shaughnessy Asset Management, LLC Wisdomtree Tr Transaction History
O'Shaughnessy Asset Management, LLC
- $9.51 Billion
- Q2 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 687 shares of DWM stock, worth $37,688. This represents 0.0% of its overall portfolio holdings.
Number of Shares
687
Previous 687
-0.0%
Holding current value
$37,688
Previous $37,000
2.7%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DWM
# of Institutions
131Shares Held
6.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$56.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$43.6 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$21.8 Million2.43% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.8 Million0.05% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$20.7 Million4.0% of portfolio