Orion Portfolio Solutions, LLC Wisdomtree Tr Transaction History

Orion Portfolio Solutions, LLC

$8.89 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	N/A	-401 Closed	0 $0
Q2 2020 Aug 19, 2020	BUY	N/A	112 Added 38.75%	401 $18,000
Q1 2020 May 15, 2020	BUY	N/A	289 New	289 $11,000

Others Institutions Holding DWM

# of Institutions

131

Shares Held

6.48M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.03M
Shares

$56.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

789K
Shares

$43.1 Million
0.02% of portfolio
Shakespeare Wealth Management, Inc. Pewaukee, WI

438K
Shares

$24 Million
6.94% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

399K
Shares

$21.8 Million
2.98% of portfolio
Legacy Financial Advisors, Inc.

397K
Shares

$21.7 Million
4.33% of portfolio

About WISDOMTREE TR

Ticker DWM
Sector ETFs
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