Cape Ann Savings Bank Wisdomtree Tr Transaction History
Cape Ann Savings Bank
- $185 Million
- Q3 2025
A detailed history of Cape Ann Savings Bank transactions in Wisdomtree Tr stock. As of the latest transaction made, Cape Ann Savings Bank holds 6,794 shares of DWM stock, worth $456,013. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,794
Previous 6,794
-0.0%
Holding current value
$456,013
Previous $431,000
4.18%
% of portfolio
0.24%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding DWM
# of Institutions
141Shares Held
5.55MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.01MShares$67.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC484KShares$32.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$26 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL387KShares$25.9 Million2.1% of portfolio
-
Wells Fargo & Company San Francisco, CA337KShares$22.6 Million0.0% of portfolio