Beacon Financial Group Wisdomtree Tr Transaction History

Beacon Financial Group

$944 Million
Q3 2025

A detailed history of Beacon Financial Group transactions in Wisdomtree Tr stock. As of the latest transaction made, Beacon Financial Group holds 8,561 shares of DWM stock, worth $574,614. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,561

Previous 9,732 12.03%

Holding current value

$574,614

Previous $618,000 8.41%

% of portfolio

0.06%

Previous 0.07%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$62.79 - $66.96 $73,527 - $78,410	-1,171 Reduced 12.03%	8,561 $566,000
Q2 2025 Jul 09, 2025	SELL	$52.06 - $63.91 $58,411 - $71,707	-1,122 Reduced 10.34%	9,732 $618,000
Q1 2025 Apr 10, 2025	SELL	$52.19 - $59.86 $201,035 - $230,580	-3,852 Reduced 26.19%	10,854 $633,000
Q4 2024 Jan 29, 2025	SELL	$52.54 - $57.11 $64,676 - $70,302	-1,231 Reduced 7.72%	14,706 $775,000
Q3 2024 Nov 12, 2024	SELL	$52.24 - $58.1 $24,814 - $27,597	-475 Reduced 2.89%	15,937 $917,000

Q2 2024 Aug 06, 2024	SELL	$52.54 - $56.44 $96,726 - $103,906	-1,841 Reduced 10.09%	16,412 $881,000
Q1 2024 May 07, 2024	SELL	$50.94 - $55.08 $89,858 - $97,161	-1,764 Reduced 8.81%	18,253 $1 Million
Q4 2023 Feb 23, 2024	SELL	$46.5 - $52.58 $10,416 - $11,777	-224 Reduced 1.11%	20,017 $1.05 Million
Q3 2023 Oct 16, 2023	SELL	$48.13 - $51.79 $484,284 - $521,110	-10,062 Reduced 33.2%	20,241 $1.01 Million
Q2 2023 Jul 20, 2023	SELL	$48.54 - $51.63 $58,927 - $62,678	-1,214 Reduced 3.85%	30,303 $1.5 Million
Q1 2023 Apr 14, 2023	SELL	$47.34 - $51.12 $35,505 - $38,340	-750 Reduced 2.32%	31,517 $1.58 Million
Q4 2022 Jan 19, 2023	SELL	$39.94 - $48.25 $15,416 - $18,624	-386 Reduced 1.18%	32,267 $1.52 Million
Q3 2022 Oct 13, 2022	BUY	$39.86 - $47.65 $5,062 - $6,051	127 Added 0.39%	32,653 $1.32 Million
Q2 2022 Jul 19, 2022	SELL	$45.44 - $53.31 $7,224 - $8,476	-159 Reduced 0.49%	32,526 $1.5 Million
Q1 2022 Apr 08, 2022	BUY	$48.63 - $55.69 $16,096 - $18,433	331 Added 1.02%	32,685 $1.74 Million
Q4 2021 Jan 07, 2022	BUY	$51.6 - $54.8 $4,386 - $4,658	85 Added 0.26%	32,354 $1.76 Million
Q3 2021 Oct 13, 2021	BUY	$52.87 - $56.39 $1,216 - $1,296	23 Added 0.07%	32,269 $1.71 Million
Q2 2021 Jul 26, 2021	SELL	$53.08 - $56.66 $39,438 - $42,098	-743 Reduced 2.25%	32,246 $1.74 Million
Q4 2020 Jan 15, 2021	SELL	$43.68 - $50.9 $2.71 Million - $3.16 Million	-62,080 Reduced 65.3%	32,989 $1.73 Million
Q3 2020 Oct 13, 2020	BUY	$44.37 - $47.42 $2.7 Million - $2.88 Million	60,772 Added 177.19%	95,069 $2.42 Million
Q2 2020 Aug 05, 2020	SELL	$37.7 - $47.21 $2.59 Million - $3.24 Million	-68,658 Reduced 66.69%	34,297 $1.52 Million
Q1 2020 Jun 29, 2020	BUY	$34.55 - $53.86 $957,000 - $1.49 Million	27,699 Added 36.81%	102,955 $4.08 Million
Q4 2019 Jan 17, 2020	BUY	$48.34 - $53.77 $84,691 - $94,205	1,752 Added 2.38%	75,256 $4.03 Million
Q3 2019 Oct 15, 2019	BUY	$49.49 - $50.65 $30,188 - $30,896	610 Added 0.84%	73,504 $3.65 Million
Q2 2019 Jul 15, 2019	BUY	N/A	746 Added 1.03%	72,894 $3.72 Million
Q1 2019 Apr 18, 2019	BUY	N/A	4,825 Added 7.17%	72,148 $3.65 Million
Q4 2018 Jan 16, 2019	BUY	N/A	1,023 Added 1.54%	67,323 $3.13 Million
Q3 2018 Oct 10, 2018	SELL	N/A	-237 Reduced 0.36%	66,300 $3.52 Million
Q2 2018 Jul 11, 2018	BUY	N/A	3,760 Added 5.99%	66,537 $3.51 Million
Q1 2018 Apr 06, 2018	BUY	N/A	17,019 Added 37.19%	62,777 $3.44 Million
Q4 2017 Jan 03, 2018	BUY	N/A	45,758	45,758 $2.55 Million

Others Institutions Holding DWM

# of Institutions

141

Shares Held

5.53M

Call Options Held

Put Options Held

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Beacon Financial Group Wisdomtree Tr Transaction History