Veritable, L.P. Wisdomtree Tr Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	$44.37 - $47.42 $561,946 - $600,574	-12,665 Closed	0 $0
Q1 2020 May 13, 2020	SELL	$34.55 - $53.86 $437,575 - $682,136	-12,665 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	12,665 New	12,665 $641,000

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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