Institutional shares held 6.55 Million
0 calls
0 puts
Total value of holdings $276M
$0 calls
$0 puts
# of Institutions 56


Latest Institutional Activity in DWLD

Top Purchases

Q2 2025
Davenport & CO LLC Shares Held: 86.1K ($3.62M)
Q2 2025
Wealth Advisory Solutions, LLC Shares Held: 5.13K ($216K)
Q1 2025
Northwestern Mutual Wealth Management CO Shares Held: 303K ($12.8M)
Q1 2025
Baird Financial Group, Inc. Shares Held: 166K ($6.99M)
Q1 2025
Raymond James Financial Inc Shares Held: 173K ($7.31M)

Top Sells

Q2 2025
Fjell Capital, LLC Shares Held: 245K ($10.3M)
Q2 2025
Diligent Investors, LLC Shares Held: 5.62K ($237K)
Q2 2025
Truist Financial Corp Shares Held: 13.9K ($585K)
Q1 2025
Silver Oak Securities, Inc Shares Held: 15.5K ($652K)
Q1 2025
Royal Bank Of Canada Shares Held: 415K ($17.5M)

About DWLD

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