Core Wealth Advisors, Inc. Wisdomtree Tr Transaction History

Core Wealth Advisors, Inc.

$291 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 05, 2021	SELL	$43.68 - $50.9 $8,517 - $9,925	-195 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$44.37 - $47.42 $8,652 - $9,246	195 New	195 $9,000

Others Institutions Holding DWM

# of Institutions

131

Shares Held

6.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.03M
Shares

$57.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

794K
Shares

$44 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

397K
Shares

$22 Million
2.43% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$21 Million
0.05% of portfolio
Legacy Financial Advisors, Inc.

377K
Shares

$20.8 Million
4.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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