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 $233,469. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,859

Holding current value

$233,469

% 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

131

Shares Held

5.64M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.05M
Shares

$63.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

506K
Shares

$30.6 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

390K
Shares

$23.6 Million
2.19% of portfolio
Bank Of America Corp Charlotte, NC

365K
Shares

$22.1 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

342K
Shares

$20.7 Million
0.04% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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