Cwm, LLC Wisdomtree, Inc. Transaction History

Cwm, LLC

$33.3 Billion
Q3 2025

A detailed history of Cwm, LLC transactions in Wisdomtree, Inc. stock. As of the latest transaction made, Cwm, LLC holds 12,988 shares of WT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,988

Previous 12,429 4.5%

Holding current value

Previous $143,000 26.57%

% of portfolio

0.0%

Previous 0.0%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	N/A	559 Added 4.5%	12,988 $181,000
Q2 2025 Jul 25, 2025	BUY	N/A	9,418 Added 312.79%	12,429 $143,000
Q1 2025 May 01, 2025	SELL	N/A	-1,710 Reduced 36.22%	3,011 $27,000
Q4 2024 Feb 04, 2025	BUY	N/A	526 Added 12.54%	4,721 $50,000
Q3 2024 Oct 08, 2024	BUY	N/A	1,449 Added 52.77%	4,195 $42,000

Q2 2024 Jul 09, 2024	BUY	N/A	1,268 Added 85.79%	2,746 $27,000
Q1 2024 Apr 05, 2024	BUY	N/A	1,043 Added 239.77%	1,478 $14,000
Q4 2023 Feb 01, 2024	BUY	N/A	236 Added 118.59%	435 $3,000
Q3 2023 Oct 11, 2023	SELL	N/A	-181 Reduced 47.63%	199 $1,000
Q2 2023 Aug 03, 2023	BUY	N/A	1 Added 0.26%	380 $3,000
Q1 2023 Apr 28, 2023	BUY	N/A	1 Added 0.26%	379 $2,000
Q4 2022 Feb 01, 2023	SELL	N/A	-23 Reduced 5.74%	378 $2,000
Q3 2022 Oct 27, 2022	SELL	N/A	-40 Reduced 9.07%	401 $2,000
Q2 2022 Jul 28, 2022	BUY	N/A	57 Added 14.84%	441 $2,000
Q1 2022 Apr 21, 2022	BUY	N/A	155 Added 67.69%	384 $2,000
Q4 2021 Jan 31, 2022	BUY	N/A	2 Added 0.88%	229 $1,000
Q1 2021 Sep 15, 2021	BUY	N/A	1 Added 0.44%	227 $1,000
Q1 2021 Apr 27, 2021	SELL	N/A	-1 Reduced 0.44%	226 $1,000
Q4 2020 Sep 15, 2021	BUY	N/A	18 Added 8.61%	227 $1,000
Q4 2020 Jan 27, 2021	SELL	N/A	-18 Reduced 7.93%	209 $1,000
Q3 2020 Sep 15, 2021	BUY	N/A	20 Added 9.66%	227 $1,000
Q3 2020 Oct 19, 2020	SELL	N/A	-20 Reduced 8.81%	207 $1,000
Q2 2020 Sep 15, 2021	BUY	N/A	21 Added 10.19%	227 $1,000
Q2 2020 Jul 22, 2020	SELL	N/A	-21 Reduced 9.25%	206 $1,000
Q1 2020 Sep 15, 2021	BUY	N/A	23 Added 11.27%	227 $1,000
Q1 2020 Apr 28, 2020	SELL	N/A	-23 Reduced 10.13%	204 $0
Q4 2019 Sep 14, 2021	SELL	N/A	-35 Reduced 13.36%	227 $1,000
Q4 2019 Jan 27, 2020	BUY	N/A	35 Added 15.42%	262 $1,000
Q3 2019 Sep 14, 2021	SELL	N/A	-34 Reduced 13.03%	227 $1,000
Q3 2019 Oct 22, 2019	BUY	N/A	34 Added 14.98%	261 $1,000
Q2 2019 Sep 14, 2021	SELL	N/A	-33 Reduced 12.69%	227 $1,000
Q2 2019 Jul 31, 2019	BUY	N/A	33 Added 14.54%	260 $2,000
Q1 2019 Sep 02, 2021	BUY	N/A	167 Added 278.33%	227 $0
Q3 2018 Oct 29, 2018	BUY	N/A	60 New	60 $1,000

Others Institutions Holding WT

# of Institutions

Shares Held

Call Options Held

Put Options Held

Lake Point Wealth Management

75
Shares

$0
0.0% of portfolio

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About WISDOMTREE, INC.

Ticker WT

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