Pathstone Holdings, LLC Wisdomtree Tr Transaction History

Pathstone Holdings, LLC

$25.3 Billion
Q2 2025

A detailed history of Pathstone Holdings, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Pathstone Holdings, LLC holds 3,225 shares of DWM stock, worth $213,237. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,225

Holding current value

$213,237

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$52.06 - $63.91 $167,893 - $206,109	3,225 New	3,225 $204,000

Others Institutions Holding DWM

# of Institutions

134

Shares Held

5.54M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.03M
Shares

$67.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

527K
Shares

$34.8 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

387K
Shares

$25.6 Million
2.1% of portfolio
Bank Of America Corp Charlotte, NC

367K
Shares

$24.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

326K
Shares

$21.6 Million
0.0% of portfolio

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About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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