Lri Investments, LLC Wisdomtree Tr Transaction History
Lri Investments, LLC
- $1.22 Trillion
- Q3 2025
A detailed history of Lri Investments, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lri Investments, LLC holds 386,546 shares of DWM stock, worth $25.9 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
386,546
Previous 386,546
-0.0%
Holding current value
$25.9 Million
Previous $24.6 Billion
4.18%
% of portfolio
2.1%
Previous 2.09%
Shares
5 transactions
Others Institutions Holding DWM
# of Institutions
141Shares Held
5.53MCall 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
-
Wells Fargo & Company San Francisco, CA337KShares$22.6 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC305KShares$20.5 Million0.03% of portfolio