Private Trust CO Na Wisdomtree Tr Transaction History

Private Trust CO Na

$944 Million
Q4 2024

A detailed history of Private Trust CO Na transactions in Wisdomtree Tr stock. As of the latest transaction made, Private Trust CO Na holds 429 shares of DWM stock, worth $25,289. This represents 0.0% of its overall portfolio holdings.

Number of Shares

429

Holding current value

$25,289

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$52.54 - $57.11 $22,539 - $24,500	429 New	429 $22,000
Q3 2022 Oct 17, 2022	BUY	$39.86 - $47.65 $2,670 - $3,192	67 New	67 $0

Others Institutions Holding DWM

# of Institutions

126

Shares Held

6.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.07M
Shares

$63 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

712K
Shares

$42 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

466K
Shares

$27.4 Million
0.05% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$23 Million
1.98% of portfolio
Bank Of America Corp Charlotte, NC

350K
Shares

$20.6 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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