Charles Schwab Investment Management Inc Wisdomtree, Inc. Transaction History

Charles Schwab Investment Management Inc

  • $527 Billion
  • Q4 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Wisdomtree, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,310,899 shares of WT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,310,899
Previous 1,191,137 10.05%
Holding current value
$0
Previous $6.5 Million 10.06%
% of portfolio
0.0%
Previous 0.0%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
N/A
119,762 Added 10.05%
1,310,899 $7.16 Million
Q3 2024

Nov 12, 2024
BUY
N/A
72,376 Added 6.47%
1,191,137 $6.5 Million
Q2 2024

Aug 12, 2024
BUY
N/A
53,912 Added 5.06%
1,118,761 $6.11 Million
Q1 2024

May 08, 2024
BUY
N/A
56,813 Added 5.64%
1,064,849 $5.81 Million
Q4 2023

Feb 06, 2024
SELL
N/A
-5,022 Reduced 0.5%
1,008,036 $5.5 Million
Q3 2023

Nov 08, 2023
BUY
N/A
48,187 Added 4.99%
1,013,058 $5.53 Million
Q2 2023

Aug 09, 2023
BUY
N/A
46,756 Added 5.09%
964,871 $5.27 Million
Q1 2023

May 11, 2023
SELL
N/A
-536,453 Reduced 36.88%
918,115 $5.01 Million
Q4 2022

Feb 13, 2023
BUY
N/A
23,355 Added 1.63%
1,454,568 $7.93 Million
Q3 2022

Nov 14, 2022
BUY
N/A
56,253 Added 4.09%
1,431,213 $6.7 Million
Q2 2022

Aug 15, 2022
BUY
N/A
41,115 Added 3.08%
1,374,960 $6.97 Million
Q1 2022

May 13, 2022
BUY
N/A
28,837 Added 2.21%
1,333,845 $7.83 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-7,006 Reduced 0.53%
1,305,008 $7.99 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-13,577 Reduced 1.02%
1,312,014 $7.44 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-20,249 Reduced 1.5%
1,325,591 $8.22 Million
Q1 2021

May 17, 2021
BUY
N/A
21,092 Added 1.59%
1,345,840 $8.41 Million
Q4 2020

Feb 16, 2021
BUY
N/A
10,349 Added 0.79%
1,324,748 $7.09 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-59,905 Reduced 4.36%
1,314,399 $4.21 Million
Q2 2020

Aug 14, 2020
BUY
N/A
36,801 Added 2.75%
1,374,304 $4.77 Million
Q1 2020

May 15, 2020
BUY
N/A
104,444 Added 8.47%
1,337,503 $3.12 Million
Q4 2019

Feb 07, 2020
BUY
N/A
163,041 Added 15.24%
1,233,059 $5.97 Million
Q3 2019

Nov 08, 2019
BUY
N/A
154,789 Added 16.91%
1,070,018 $5.59 Million
Q2 2019

Aug 09, 2019
BUY
N/A
142,842 Added 18.49%
915,229 $5.65 Million
Q1 2019

May 14, 2019
BUY
N/A
129,851 Added 20.21%
772,387 $5.45 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-2,577 Reduced 0.4%
642,536 $4.27 Million
Q3 2018

Nov 13, 2018
BUY
N/A
35,056 Added 5.75%
645,113 $5.47 Million
Q2 2018

Aug 08, 2018
BUY
N/A
44,372 Added 7.84%
610,057 $5.54 Million
Q1 2018

May 07, 2018
BUY
N/A
16,802 Added 3.06%
565,685 $5.19 Million
Q4 2017

Jan 17, 2018
BUY
N/A
91,183 Added 19.92%
548,883 $6.89 Million
Q3 2017

Nov 13, 2017
BUY
N/A
457,700
457,700 $4.66 Million

Others Institutions Holding WT

# of Institutions
1
Shares Held
75
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE, INC.

WT Quotes by TradingView
  • Ticker WT
More about WT
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