Bogart Wealth, LLC Wisdomtree Tr Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 133 shares of DWM stock, worth $7,857. This represents 0.0% of its overall portfolio holdings.

Number of Shares
133
Previous 133 -0.0%
Holding current value
$7,857
Previous $7,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
BUY
$45.44 - $53.31 $45 - $53
1 Added 0.76%
133 $6,000
Q1 2022

Apr 22, 2022
SELL
$48.63 - $55.69 $48 - $55
-1 Reduced 0.75%
132 $7,000
Q3 2021

Oct 15, 2021
SELL
$52.87 - $56.39 $4,018 - $4,285
-76 Reduced 36.36%
133 $7,000
Q2 2021

Aug 06, 2021
BUY
$53.08 - $56.66 $7,006 - $7,479
132 Added 171.43%
209 $11,000
Q1 2021

Apr 16, 2021
BUY
$50.35 - $53.3 $3,876 - $4,104
77 New
77 $4,000

Others Institutions Holding DWM

# of Institutions
126
Shares Held
6.18M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
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