Root Financial Partners, LLC Wisdomtree Tr Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Root Financial Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Root Financial Partners, LLC holds 116 shares of DWM stock, worth $7,785. This represents 0.0% of its overall portfolio holdings.
Number of Shares
116Holding current value
$7,785% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
141Shares Held
5.54MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.01MShares$67.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC484KShares$32.5 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC388KShares$26 Million0.0% of portfolio
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Lri Investments, LLC Palm Beach Gardens, FL387KShares$25.9 Million2.1% of portfolio
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Wells Fargo & Company San Francisco, CA337KShares$22.6 Million0.0% of portfolio