Frazier Financial Advisors, LLC Wisdomtree Tr Transaction History

Frazier Financial Advisors, LLC

$163 Billion
Q3 2025

A detailed history of Frazier Financial Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Frazier Financial Advisors, LLC holds 17,506 shares of DWM stock, worth $1.18 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

17,506

Previous 16,383 6.85%

Holding current value

$1.18 Million

Previous $1.04 Billion 11.33%

% of portfolio

0.71%

Previous 0.73%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$62.79 - $66.96 $70,513 - $75,196	1,123 Added 6.85%	17,506 $1.16 Billion
Q2 2025 Jul 28, 2025	BUY	$52.06 - $63.91 $1,874 - $2,300	36 Added 0.22%	16,383 $1.04 Billion
Q1 2025 May 09, 2025	SELL	$52.19 - $59.86 $11,638 - $13,348	-223 Reduced 1.35%	16,347 $951 Million
Q4 2024 Feb 12, 2025	SELL	$52.54 - $57.11 $26,007 - $28,269	-495 Reduced 2.9%	16,570 $875 Million
Q3 2024 Nov 06, 2024	SELL	$52.24 - $58.1 $35,470 - $39,449	-679 Reduced 3.83%	17,065 $982 Million

Q2 2024 Aug 12, 2024	SELL	$52.54 - $56.44 $6,147 - $6,603	-117 Reduced 0.66%	17,744 $953 Million
Q1 2024 May 13, 2024	SELL	$50.94 - $55.08 $27,915 - $30,183	-548 Reduced 2.98%	17,861 $979 Million
Q4 2023 Feb 09, 2024	BUY	$46.5 - $52.58 $856,018 - $967,945	18,409 New	18,409 $967 Million

Others Institutions Holding DWM

# of Institutions

141

Shares Held

5.53M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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Frazier Financial Advisors, LLC Wisdomtree Tr Transaction History