Gladstone Institutional Advisory LLC Wisdomtree Tr Transaction History

Gladstone Institutional Advisory LLC

  • $2 Billion
  • Q3 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 4,899 shares of DWM stock, worth $267,093. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,899
Previous 6,897 28.97%
Holding current value
$267,093
Previous $370,000 24.05%
% of portfolio
0.01%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$52.24 - $58.1 $104,375 - $116,083
-1,998 Reduced 28.97%
4,899 $281,000
Q2 2024

Aug 02, 2024
SELL
$52.54 - $56.44 $35,044 - $37,645
-667 Reduced 8.82%
6,897 $370,000
Q1 2024

May 14, 2024
SELL
$50.94 - $55.08 $36,982 - $39,988
-726 Reduced 8.76%
7,564 $414,000
Q4 2023

Feb 09, 2024
SELL
$46.5 - $52.58 $24,598 - $27,814
-529 Reduced 6.0%
8,290 $435,000
Q3 2023

Nov 13, 2023
SELL
$48.13 - $51.79 $16,219 - $17,453
-337 Reduced 3.68%
8,819 $426,000
Q2 2023

Aug 10, 2023
SELL
$48.54 - $51.63 $3,640 - $3,872
-75 Reduced 0.81%
9,156 $458,000
Q1 2023

May 12, 2023
BUY
$47.34 - $51.12 $8,899 - $9,610
188 Added 2.08%
9,231 $459,000
Q4 2022

Feb 01, 2023
BUY
$39.94 - $48.25 $10,144 - $12,255
254 Added 2.89%
9,043 $425,000
Q3 2022

Jan 27, 2023
BUY
$39.86 - $47.65 $34,478 - $41,217
865 Added 10.92%
8,789 $353,000
Q3 2022

Oct 20, 2022
BUY
$39.86 - $47.65 $34,478 - $41,217
865 Added 10.92%
8,789 $353,000
Q2 2022

Jan 27, 2023
BUY
$45.44 - $53.31 $75,612 - $88,707
1,664 Added 26.58%
7,924 $360,000
Q2 2022

Aug 15, 2022
BUY
$45.44 - $53.31 $75,612 - $88,707
1,664 Added 26.58%
7,924 $360,000
Q1 2022

Jan 27, 2023
SELL
$48.63 - $55.69 $122,985 - $140,840
-2,529 Reduced 28.77%
6,260 $330,000
Q1 2022

May 04, 2022
BUY
$48.63 - $55.69 $304,423 - $348,619
6,260 New
6,260 $330,000

Others Institutions Holding DWM

# of Institutions
123
Shares Held
5.89M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
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