Morton Brown Family Wealth, LLC Wisdomtree Tr Transaction History

Morton Brown Family Wealth, LLC

$287 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$48.63 - $55.69 $13,616 - $15,593	-280 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$51.6 - $54.8 $14,448 - $15,344	280 New	280 $15,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

6.1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.07M
Shares

$61.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

712K
Shares

$40.8 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$22.4 Million
1.98% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$21.7 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

350K
Shares

$20.1 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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