Intrua Financial, LLC Wisdomtree Tr Transaction History

Intrua Financial, LLC

  • $829 Million
  • Q3 2025

A detailed history of Intrua Financial, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Intrua Financial, LLC holds 12,261 shares of DWM stock, worth $822,958. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,261
Previous 11,891 3.11%
Holding current value
$822,958
Previous $755,000 7.42%
% of portfolio
0.1%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$62.79 - $66.96 $23,232 - $24,775
370 Added 3.11%
12,261 $811,000
Q1 2025

May 28, 2025
SELL
$52.19 - $59.86 $7,567 - $8,679
-145 Reduced 1.2%
11,891 $691,000
Q4 2023

May 28, 2025
SELL
$46.5 - $52.58 $36,502 - $41,275
-785 Reduced 6.12%
12,036 $632,000
Q3 2023

May 28, 2025
SELL
$48.13 - $51.79 $192,038 - $206,642
-3,990 Reduced 23.73%
12,821 $619,000
Q2 2023

Feb 13, 2025
SELL
$48.54 - $51.63 $3,446 - $3,665
-71 Reduced 0.42%
16,811 $841,000
Q1 2023

May 15, 2023
BUY
$47.34 - $51.12 $799,193 - $863,007
16,882 New
16,882 $839,000

Others Institutions Holding DWM

# of Institutions
141
Shares Held
5.53M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
Track This Portfolio

Track Intrua Financial, LLC Portfolio

Follow Intrua Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intrua Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intrua Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email