Arkadios Wealth Advisors Wisdomtree Tr Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$51.6 - $54.8 $1,548 - $1,644	-30 Closed	0 $0
Q2 2021 Jul 28, 2021	BUY	$53.08 - $56.66 $1,592 - $1,699	30 New	30 $1,000

Others Institutions Holding DWM

# of Institutions

123

Shares Held

5.89M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$58.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$40.4 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21.3 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.7 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.8 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
Sector ETFs
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