Western Pacific Wealth Management, LP Wisdomtree Tr Transaction History

Western Pacific Wealth Management, LP

$149 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	BUY	$36.83 - $39.04 $67,030 - $71,052	1,820 New	1,820 $70,000

Others Institutions Holding DTH

# of Institutions

80

Shares Held

5.39M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$54 Million
0.0% of portfolio
Morgan Stanley New York, NY

624K
Shares

$24.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

398K
Shares

$15.6 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

326K
Shares

$12.8 Million
3.24% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

199K
Shares

$7.81 Million
0.09% of portfolio

About WISDOMTREE TR

Ticker DTH
Sector ETFs
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