Fund Evaluation Group, LLC Wisdomtree Tr Transaction History

Fund Evaluation Group, LLC

$1.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 12, 2019	SELL	N/A	-4,278 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	4,278 New	4,278 $227,000

Others Institutions Holding DWM

# of Institutions

123

Shares Held

6.02M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$59.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$41.1 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21.7 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$21 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$19.1 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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