Shakespeare Wealth Management, Inc. Wisdomtree Tr Call Options Transaction History

Shakespeare Wealth Management, Inc.

$379 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$57.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.3 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$20.7 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.1 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.3 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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