Wms Partners, LLC Wisdomtree Tr Transaction History

Wms Partners, LLC

$0
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	BUY	$30.01 - $36.51 $210,070 - $255,570	7,000 New	7,000 $251,000

Others Institutions Holding DTH

# of Institutions

114

Shares Held

6.6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.35M
Shares

$65.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

800K
Shares

$38.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

743K
Shares

$36.1 Million
0.0% of portfolio
Mariner, LLC Overland Park, KS

341K
Shares

$16.6 Million
0.02% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

161K
Shares

$7.84 Million
0.08% of portfolio

About WISDOMTREE TR

Ticker DTH
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wms Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wms Partners, LLC with notifications on news.