Wealth Shield Partners, LLC Wisdomtree Tr Transaction History

Wealth Shield Partners, LLC

$839 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	N/A	-45 Closed	0 $0
Q4 2017 Apr 18, 2018	BUY	N/A	45	45 $3,000

Others Institutions Holding DWM

# of Institutions

141

Shares Held

5.54M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.01M
Shares

$67.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

484K
Shares

$32.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

388K
Shares

$26 Million
0.0% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

387K
Shares

$25.9 Million
2.1% of portfolio
Wells Fargo & Company San Francisco, CA

337K
Shares

$22.6 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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