Westside Investment Management, Inc. Wisdomtree Tr Transaction History
Westside Investment Management, Inc.
- $539 Billion
- Q2 2025
A detailed history of Westside Investment Management, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 816 shares of DWM stock, worth $53,097. This represents 0.01% of its overall portfolio holdings.
Number of Shares
816
Previous 816
-0.0%
Holding current value
$53,097
Previous $47.5 Million
9.3%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
136Shares Held
5.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$68 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC527KShares$34.3 Million0.01% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL387KShares$25.2 Million2.09% of portfolio
-
Bank Of America Corp Charlotte, NC365KShares$23.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA323KShares$21 Million0.0% of portfolio