Envision Financial LLC Wisdomtree Tr Transaction History

Envision Financial LLC

$125 Billion
Q4 2024

A detailed history of Envision Financial LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Envision Financial LLC holds 52,680 shares of DWM stock, worth $2.79 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares

52,680

Holding current value

$2.79 Million

% of portfolio

2.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$52.54 - $57.11 $2.77 Million - $3.01 Million	52,680 New	52,680 $2.78 Billion

Others Institutions Holding DWM

# of Institutions

125

Shares Held

5.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.08M
Shares

$57.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.3 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$20.7 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.1 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.3 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
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Envision Financial LLC Wisdomtree Tr Transaction History