Valmark Advisers, Inc. Wisdomtree Tr Transaction History
Valmark Advisers, Inc.
- $6.54 Billion
- Q1 2025
A detailed history of Valmark Advisers, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 301,644 shares of DWM stock, worth $17.8 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
301,644
Previous 257,308
17.23%
Holding current value
$17.8 Million
Previous $13.6 Million
29.35%
% of portfolio
0.27%
Previous 0.21%
Shares
31 transactions
Others Institutions Holding DWM
# of Institutions
128Shares Held
6.07MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$63.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$42.1 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$23.1 Million1.98% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$20.7 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC342KShares$20.2 Million0.04% of portfolio