Worth Pointe, LLC Wisdomtree Tr Dynamic Currency Transaction History
Worth Pointe, LLC
- $232 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding DDLS
# of Institutions
43Shares Held
1.42MCall Options Held
0Put Options Held
0-
Stonebridge Wealth Management, LLC Oak Brook, IL234KShares$9.8 Million8.72% of portfolio
-
Cetera Investment Advisers Schaumburg, IL187KShares$7.85 Million0.01% of portfolio
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Berkeley, Inc Boise, ID167KShares$6.97 Million2.36% of portfolio
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High Note Wealth, LLC Deephaven, MN118KShares$4.93 Million1.09% of portfolio
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Bms Financial Advisors, LLC106KShares$4.42 Million2.24% of portfolio