Townsend Asset Management Corp Wisdomtree Tr Transaction History
Townsend Asset Management Corp
- $275 Million
- Q2 2025
Shares
5 transactions
Others Institutions Holding DWM
# of Institutions
132Shares Held
5.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$67.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC506KShares$32.6 Million0.01% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL387KShares$24.9 Million2.09% of portfolio
-
Bank Of America Corp Charlotte, NC365KShares$23.5 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA323KShares$20.8 Million0.0% of portfolio