Viewpoint Capital Management LLC Wisdomtree Tr Transaction History
Viewpoint Capital Management LLC
- $177 Million
- Q3 2024
A detailed history of Viewpoint Capital Management LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Viewpoint Capital Management LLC holds 4,100 shares of DWM stock, worth $220,539. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,100
Previous 4,100
-0.0%
Holding current value
$220,539
Previous $220,000
6.82%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$58 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$39.9 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$21 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.4 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$18.6 Million0.0% of portfolio