Sanctuary Advisors, LLC Wisdomtree Tr Transaction History

Sanctuary Advisors, LLC

$15.8 Trillion
Q4 2024

A detailed history of Sanctuary Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Sanctuary Advisors, LLC holds 3,859 shares of DWM stock, worth $225,327. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,859

Holding current value

$225,327

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$52.54 - $57.11 $202,751 - $220,387	3,859 New	3,859 $214 Million

Others Institutions Holding DWM

# of Institutions

127

Shares Held

6.18M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.07M
Shares

$62.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

712K
Shares

$41.6 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

466K
Shares

$27.2 Million
0.05% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$22.8 Million
1.98% of portfolio
Bank Of America Corp Charlotte, NC

350K
Shares

$20.4 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

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