Aptus Capital Advisors, LLC Wisdomtree Tr Transaction History
Aptus Capital Advisors, LLC
- $12.7 Billion
- Q3 2025
A detailed history of Aptus Capital Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 1,650 shares of DWM stock, worth $110,748. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,650
Previous 1,650
-0.0%
Holding current value
$110,748
Previous $104,000
4.81%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
141Shares Held
5.54MCall 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