Viewpoint Capital Management LLC Wisdomtree Tr Transaction History
Viewpoint Capital Management LLC
- $188 Million
- Q4 2024
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 $225,623. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,100
Previous 4,100
-0.0%
Holding current value
$225,623
Previous $235,000
8.09%
% of portfolio
0.11%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DWM
# of Institutions
122Shares Held
5.99MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$59.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$40.8 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$21.5 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.9 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$19 Million0.0% of portfolio