O'Shaughnessy Asset Management, LLC Wisdomtree Tr Transaction History
O'Shaughnessy Asset Management, LLC
- $10.8 Billion
- Q3 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 $36,946. This represents 0.0% of its overall portfolio holdings.
Number of Shares
687
Previous 687
-0.0%
Holding current value
$36,946
Previous $36,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$58 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$39.9 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$21 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.4 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$18.6 Million0.0% of portfolio