Brightwater Advisory LLC Wisdomtree Tr Transaction History

Brightwater Advisory LLC

$146 Billion
Q3 2025

A detailed history of Brightwater Advisory LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Brightwater Advisory LLC holds 11,666 shares of DWM stock, worth $783,021. This represents 0.53% of its overall portfolio holdings.

Number of Shares

11,666

Previous 12,032 3.04%

Holding current value

$783,021

Previous $765 Million 1.01%

% of portfolio

0.53%

Previous 0.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$62.79 - $66.96 $22,981 - $24,507	-366 Reduced 3.04%	11,666 $773 Million
Q2 2025 Aug 12, 2025	SELL	$52.06 - $63.91 $45,864 - $56,304	-881 Reduced 6.82%	12,032 $765 Million
Q1 2025 May 12, 2025	SELL	$52.19 - $59.86 $102,188 - $117,205	-1,958 Reduced 13.17%	12,913 $751 Million
Q4 2024 Feb 04, 2025	SELL	$52.54 - $57.11 $732,880 - $796,627	-13,949 Reduced 48.4%	14,871 $784 Million
Q3 2024 Oct 08, 2024	SELL	$52.24 - $58.1 $869,325 - $966,842	-16,641 Reduced 36.61%	28,820 $1.66 Billion

Q2 2024 Sep 10, 2024	BUY	$52.54 - $56.44 $2.39 Million - $2.57 Million	45,461 New	45,461 $2.44 Billion
Q1 2024 Oct 02, 2024	BUY	$50.94 - $55.08 $867,304 - $937,792	17,026 Added 37.45%	62,487 $3.42 Billion

Others Institutions Holding DWM

# of Institutions

141

Shares Held

5.53M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Brightwater Advisory LLC Wisdomtree Tr Transaction History