Wealthsource Partners, LLC Wisdomtree Tr Currency Hedged Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
3 transactions
Others Institutions Holding DDWM
# of Institutions
126Shares Held
18MCall Options Held
0Put Options Held
0-
Park National Corp3.28MShares$138 Million4.55% of portfolio
-
Morgan Stanley New York, NY1.74MShares$73.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.35MShares$56.8 Million0.02% of portfolio
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Hennion & Walsh Asset Management, Inc.1.22MShares$51.4 Million1.97% of portfolio
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Capital Asset Advisory Services LLC Haslett, MI1.11MShares$46.8 Million2.02% of portfolio