Viewpoint Capital Management LLC Wisdomtree Tr Transaction History
Viewpoint Capital Management LLC
- $223 Million
- Q3 2025
A detailed history of Viewpoint Capital Management LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Viewpoint Capital Management LLC holds 4,100 shares of DWM stock, worth $275,192. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,100
Previous 4,100
-0.0%
Holding current value
$275,192
Previous $260,000
4.23%
% of portfolio
0.12%
Previous 0.13%
Shares
2 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
-
Lri Investments, LLC Palm Beach Gardens, FL387KShares$25.9 Million2.1% of portfolio
-
Wells Fargo & Company San Francisco, CA337KShares$22.6 Million0.0% of portfolio