Howard Wealth Management, LLC Wisdomtree Tr Transaction History

Howard Wealth Management, LLC

$215 Million
Q3 2025

A detailed history of Howard Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Howard Wealth Management, LLC holds 5,615 shares of DWM stock, worth $376,878. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,615

Previous 5,615 -0.0%

Holding current value

$376,878

Previous $356,000 4.21%

% of portfolio

0.17%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$48.54 - $51.63 $46,841 - $49,822	965 Added 20.75%	5,615 $280,000
Q4 2022 Jan 26, 2023	BUY	$39.94 - $48.25 $185,721 - $224,362	4,650 New	4,650 $0
Q1 2022 Apr 20, 2022	SELL	$48.63 - $55.69 $9,482 - $10,859	-195 Reduced 4.02%	4,650 $245,000
Q1 2021 Apr 23, 2021	SELL	$50.35 - $53.3 $26,433 - $27,982	-525 Reduced 9.78%	4,845 $254,000
Q4 2020 Feb 02, 2021	SELL	$43.68 - $50.9 $109,549 - $127,657	-2,508 Reduced 31.84%	5,370 $271,000

Q2 2020 Aug 03, 2020	SELL	$37.7 - $47.21 $62,770 - $78,604	-1,665 Reduced 17.45%	7,878 $348,000
Q1 2020 May 04, 2020	SELL	$34.55 - $53.86 $82,920 - $129,264	-2,400 Reduced 20.1%	9,543 $376,000
Q4 2019 Feb 05, 2020	BUY	$48.34 - $53.77 $577,324 - $642,175	11,943 New	11,943 $638,000

Others Institutions Holding DWM

# of Institutions

141

Shares Held

5.53M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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Howard Wealth Management, LLC Wisdomtree Tr Transaction History