Robertson Stephens Wealth Management, LLC Wisdomtree Tr Call Options Transaction History

Robertson Stephens Wealth Management, LLC

$3.07 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DWM

# of Institutions

134

Shares Held

5.54M

Call Options Held

0

Put Options Held

0

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

About WISDOMTREE TR

Ticker DWM
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