Mai Capital Management Wisdomtree Tr Transaction History

Mai Capital Management

$13.2 Billion
Q4 2024

A detailed history of Mai Capital Management transactions in Wisdomtree Tr stock. As of the latest transaction made, Mai Capital Management holds 1,571 shares of DWM stock, worth $91,730. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,571

Holding current value

$91,730

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$52.54 - $57.11 $82,540 - $89,719	1,571 New	1,571 $82,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

6.18M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.07M
Shares

$62.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

712K
Shares

$41.6 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

466K
Shares

$27.2 Million
0.05% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$22.8 Million
1.98% of portfolio
Bank Of America Corp Charlotte, NC

350K
Shares

$20.4 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mai Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Mai Capital Management with notifications on news.

Account