Advisor Group Holdings, Inc. Wisdomtree Tr Transaction History

Advisor Group Holdings, Inc.

$67.1 Billion
Q3 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 32,150 shares of DWM stock, worth $2.16 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

32,150

Previous 32,187 0.11%

Holding current value

$2.16 Million

Previous $2.05 Million 4.06%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$62.79 - $66.96 $2,323 - $2,477	-37 Reduced 0.11%	32,150 $2.13 Million
Q2 2025 Sep 04, 2025	SELL	$52.06 - $63.91 $168,101 - $206,365	-3,229 Reduced 9.12%	32,187 $2.05 Million
Q2 2025 Aug 13, 2025	BUY	$52.06 - $63.91 $146,340 - $179,651	2,811 Added 8.62%	35,416 $2.25 Million
Q1 2025 May 12, 2025	BUY	$52.19 - $59.86 $5,219 - $5,986	100 Added 0.31%	32,605 $1.9 Million
Q4 2024 Jun 06, 2025	BUY	$52.54 - $57.11 $109,650 - $119,188	2,087 Added 6.4%	34,692 $1.83 Million

Q4 2024 Feb 07, 2025	SELL	$52.54 - $57.11 $11,926 - $12,963	-227 Reduced 0.69%	32,505 $1.71 Million
Q3 2024 Nov 13, 2024	BUY	$52.24 - $58.1 $156,824 - $174,416	3,002 Added 10.1%	32,732 $1.88 Million
Q2 2024 Aug 13, 2024	SELL	$52.54 - $56.44 $2.38 Million - $2.56 Million	-45,352 Reduced 60.4%	29,730 $1.6 Million
Q1 2024 May 10, 2024	BUY	$50.94 - $55.08 $72,181 - $78,048	1,417 Added 1.92%	75,082 $4.11 Million
Q4 2023 Feb 12, 2024	SELL	$46.5 - $52.58 $106,206 - $120,092	-2,284 Reduced 3.01%	73,665 $3.87 Million
Q3 2023 Nov 13, 2023	BUY	$48.13 - $51.79 $202,338 - $217,725	4,204 Added 5.86%	75,949 $3.67 Million
Q2 2023 Aug 21, 2023	SELL	$48.54 - $51.63 $2.72 Million - $2.89 Million	-56,041 Reduced 43.86%	71,745 $3.59 Million
Q2 2023 Aug 10, 2023	BUY	$48.54 - $51.63 $2.71 Million - $2.88 Million	55,764 Added 77.43%	127,786 $6.39 Million
Q1 2023 May 12, 2023	SELL	$47.34 - $51.12 $43,884 - $47,388	-927 Reduced 1.27%	72,022 $3.58 Million
Q4 2022 Feb 10, 2023	SELL	$39.94 - $48.25 $49,805 - $60,167	-1,247 Reduced 1.68%	72,949 $3.43 Million
Q3 2022 Nov 14, 2022	SELL	$39.86 - $47.65 $1.17 Million - $1.4 Million	-29,397 Reduced 28.38%	74,196 $2.98 Million
Q2 2022 Aug 10, 2022	SELL	$45.44 - $53.31 $39,032 - $45,793	-859 Reduced 0.82%	103,593 $4.71 Million
Q1 2022 May 04, 2022	BUY	$48.63 - $55.69 $384,663 - $440,507	7,910 Added 8.19%	104,452 $5.46 Million
Q3 2021 Nov 05, 2021	SELL	$52.87 - $56.39 $339,266 - $361,854	-6,417 Reduced 6.23%	96,542 $5.11 Million
Q2 2021 Aug 02, 2021	SELL	$53.08 - $56.66 $265,346 - $283,243	-4,999 Reduced 4.63%	102,959 $5.61 Million
Q1 2021 May 13, 2021	SELL	$50.35 - $53.3 $189,064 - $200,141	-3,755 Reduced 3.36%	107,958 $5.68 Million
Q4 2020 Feb 10, 2021	SELL	$43.68 - $50.9 $762,347 - $888,357	-17,453 Reduced 13.51%	111,713 $5.66 Million
Q3 2020 Nov 12, 2020	BUY	$44.37 - $47.42 $38,823 - $41,492	875 Added 0.68%	129,166 $5.87 Million
Q2 2020 Aug 14, 2020	SELL	$37.7 - $47.21 $12.3 Million - $15.5 Million	-327,300 Reduced 71.84%	128,291 $5.68 Million
Q1 2020 May 18, 2020	BUY	$34.55 - $53.86 $15.7 Million - $24.5 Million	455,591 New	455,591 $4.43 Million

Others Institutions Holding DWM

# of Institutions

141

Shares Held

5.56M

Call Options Held

Put Options Held

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Advisor Group Holdings, Inc. Wisdomtree Tr Transaction History