Rothschild Investment LLC Wisdomtree Tr Transaction History
Rothschild Investment LLC
- $1.49 Trillion
- Q1 2025
A detailed history of Rothschild Investment LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Rothschild Investment LLC holds 235 shares of DWM stock, worth $14,217. This represents 0.0% of its overall portfolio holdings.
Number of Shares
235
Previous 235
-0.0%
Holding current value
$14,217
Previous $12.4 Million
10.36%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
131Shares Held
5.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$63.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC506KShares$30.6 Million0.01% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL390KShares$23.6 Million2.19% of portfolio
-
Bank Of America Corp Charlotte, NC365KShares$22.1 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC342KShares$20.7 Million0.04% of portfolio