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

Shakespeare Wealth Management, Inc.

$379 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts 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

$56.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$20.5 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$19.9 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.1 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shakespeare Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shakespeare Wealth Management, Inc. with notifications on news.