Wealth Enhancement Advisory Services, LLC Wisdomtree Tr Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 426,075 shares of DWM stock, worth $24.7 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
426,075
Previous 384,947
10.68%
Holding current value
$24.7 Million
Previous $21.1 Million
8.5%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DWM
# of Institutions
133Shares Held
6.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$59.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$46 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$23 Million2.43% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$21.8 Million4.0% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI365KShares$21.1 Million5.7% of portfolio