Institutional shares held 433,405
0 calls
0 puts
Total value of holdings $13.2M
$0 calls
$0 puts
# of Institutions 18


Latest Institutional Activity in DWMF

Top Purchases

Q1 2025
Breakwater Capital Group Shares Held: 14.9K ($454K)
Q1 2025
Sk Wealth Management, LLC Shares Held: 11.6K ($354K)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 25K ($762K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 17.5K ($532K)
Q1 2025
Breakwater Investment Management Shares Held: 657 ($20K)

Top Sells

Q4 2024
Avantax Advisory Services, Inc. Shares Held: 59.4K ($1.81M)
Q4 2024
Insight Advisors, LLC Shares Held: 16.3K ($496K)
Q4 2024
Jane Street Group, LLC Shares Held: 47.9K ($1.46M)
Q4 2024
Core Cap Advisors, LLC Shares Held: 3.42K ($104K)
Q4 2024
Smartleaf Asset Management LLC Shares Held: 18 ($549)

About DWMF

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