Sowell Financial Services LLC Wisdomtree Tr Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$32.41 - $35.33 $9,722 - $10,599	-300 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$38.8 - $39.95 $11,640 - $11,985	300 New	300 $12,000

Others Institutions Holding DTH

# of Institutions

79

Shares Held

5.45M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$52.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

649K
Shares

$24.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

585K
Shares

$22.5 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

330K
Shares

$12.6 Million
3.27% of portfolio
Mariner, LLC Overland Park, KS

192K
Shares

$7.35 Million
0.01% of portfolio

About WISDOMTREE TR

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