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 $14,209. This represents 0.0% of its overall portfolio holdings.

Number of Shares

251

Holding current value

$14,209

% 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

133

Shares Held

6.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.03M
Shares

$58.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

794K
Shares

$45 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

426K
Shares

$24.1 Million
0.06% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

397K
Shares

$22.5 Million
2.43% of portfolio
Legacy Financial Advisors, Inc.

377K
Shares

$21.3 Million
4.0% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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Winch Advisory Services, LLC Wisdomtree Tr Transaction History