Smallwood Wealth Investment Management, LLC Wisdomtree Tr Transaction History
Smallwood Wealth Investment Management, LLC
- $137 Million
- Q3 2024
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 51,697 shares of DWM stock, worth $2.93 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
51,697
Previous 49,688
4.04%
Holding current value
$2.93 Million
Previous $2.67 Million
11.46%
% of portfolio
2.17%
Previous 2.11%
Shares
12 transactions
Others Institutions Holding DWM
# of Institutions
133Shares Held
6.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$58.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$45 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$24.1 Million0.06% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$22.5 Million2.43% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$21.3 Million4.0% of portfolio