Winch Advisory Services, LLC Wisdomtree Tr Transaction History

Winch Advisory Services, LLC

$345 Million
Q3 2024

A detailed history of Winch Advisory Services, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Winch Advisory Services, LLC holds 251 shares of DWM stock, worth $13,501. This represents 0.0% of its overall portfolio holdings.

Number of Shares

251

Holding current value

$13,501

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$52.24 - $58.1 $13,112 - $14,583	251 New	251 $14,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.08M
Shares

$58 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.9 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.4 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.6 Million
0.0% of portfolio

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About WISDOMTREE TR

Ticker DWM
Sector ETFs
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Winch Advisory Services, LLC Wisdomtree Tr Transaction History