Kestra Private Wealth Services, LLC Wisdomtree Tr Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 4,773 shares of DWM stock, worth $320,363. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,773
Previous 4,250 12.31%
Holding current value
$320,363
Previous $270,000 17.04%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$62.79 - $66.96 $32,839 - $35,020
523 Added 12.31%
4,773 $316,000
Q2 2025

Aug 07, 2025
BUY
$52.06 - $63.91 $221,255 - $271,617
4,250 New
4,250 $270,000

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
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