Regimen Wealth, LLC Wisdomtree Tr Transaction History
Regimen Wealth, LLC
- $288 Billion
- Q1 2024
A detailed history of Regimen Wealth, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Regimen Wealth, LLC holds 5,358 shares of DWM stock, worth $293,618. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,358
Previous 5,179
3.46%
Holding current value
$293,618
Previous $272 Million
7.98%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding DWM
# of Institutions
133Shares Held
6.51MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$56.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC789KShares$43.2 Million0.02% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI438KShares$24 Million6.94% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$23.3 Million0.06% of portfolio
-
Legacy Financial Advisors, Inc.397KShares$21.8 Million4.33% of portfolio