Tobias Financial Advisors, Inc. Wisdomtree Tr Call Options Transaction History

Tobias Financial Advisors, Inc.

$499 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DWM

# of Institutions

133

Shares Held

5.61M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.05M
Shares

$67.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

506K
Shares

$32.8 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

387K
Shares

$25 Million
2.09% of portfolio
Bank Of America Corp Charlotte, NC

365K
Shares

$23.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

323K
Shares

$20.9 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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