Philip James Wealth Mangement, LLC Wisdomtree Tr Transaction History

Philip James Wealth Mangement, LLC

$822 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$52.24 - $58.1 $225,624 - $250,933	4,319 New	4,319 $249 Million

Others Institutions Holding DWM

# of Institutions

132

Shares Held

5.61M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.05M
Shares

$66.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

506K
Shares

$32.2 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

390K
Shares

$24.8 Million
2.19% of portfolio
Bank Of America Corp Charlotte, NC

365K
Shares

$23.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

323K
Shares

$20.6 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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