Viewpoint Capital Management LLC Wisdomtree Tr Transaction History
Viewpoint Capital Management LLC
- $177 Million
- Q3 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 $226,197. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,100
Previous 4,100
-0.0%
Holding current value
$226,197
Previous $220,000
6.82%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DWM
# of Institutions
132Shares Held
6.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$56.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$43.8 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$21.9 Million2.43% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.9 Million0.05% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$20.8 Million4.0% of portfolio