Valmark Advisers, Inc. Wisdomtree Tr Transaction History
Valmark Advisers, Inc.
- $7.6 Billion
- Q3 2025
A detailed history of Valmark Advisers, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 6,233 shares of DTH stock, worth $311,836. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,233
Previous 6,233
-0.0%
Holding current value
$311,836
Previous $288,000
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding DTH
# of Institutions
115Shares Held
6.71MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.39MShares$69.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC852KShares$42.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY785KShares$39.3 Million0.0% of portfolio
-
Mariner, LLC Overland Park, KS450KShares$22.5 Million0.03% of portfolio
-
Stonebridge Wealth Management, LLC Oak Brook, IL149KShares$7.48 Million6.3% of portfolio