O'Shaughnessy Asset Management, LLC Wisdomtree Tr Transaction History
O'Shaughnessy Asset Management, LLC
- $11.5 Billion
- Q4 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 925 shares of DWM stock, worth $56,018. This represents 0.0% of its overall portfolio holdings.
Number of Shares
925
Previous 687
34.64%
Holding current value
$56,018
Previous $39,000
23.08%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DWM
# of Institutions
129Shares Held
6.07MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$64.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$43.1 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$23.7 Million1.98% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$21.2 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC342KShares$20.7 Million0.04% of portfolio