A detailed history of Mission Wealth Management, LP transactions in Wisdomtree Tr stock. As of the latest transaction made, Mission Wealth Management, LP holds 77,717 shares of DWM stock, worth $4.08 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
77,717
Previous 82,862 6.21%
Holding current value
$4.08 Million
Previous $4.45 Million 0.49%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Oct 31, 2024

SELL
$52.24 - $58.1 $268,774 - $298,924
-5,145 Reduced 6.21%
77,717 $4.47 Million
Q2 2024

Aug 02, 2024

SELL
$52.54 - $56.44 $505,960 - $543,517
-9,630 Reduced 10.41%
82,862 $4.45 Million
Q1 2024

Apr 30, 2024

BUY
$50.94 - $55.08 $30,971 - $33,488
608 Added 0.66%
92,492 $5.07 Million
Q4 2023

Feb 05, 2024

SELL
$46.5 - $52.58 $199,578 - $225,673
-4,292 Reduced 4.46%
91,884 $4.82 Million
Q3 2023

Oct 23, 2023

SELL
$48.13 - $51.79 $275,255 - $296,187
-5,719 Reduced 5.61%
96,176 $4.65 Million
Q2 2023

Aug 04, 2023

SELL
$48.54 - $51.63 $681,501 - $724,885
-14,040 Reduced 12.11%
101,895 $5.1 Million
Q1 2023

Apr 07, 2023

SELL
$47.34 - $51.12 $213,787 - $230,857
-4,516 Reduced 3.75%
115,935 $5.77 Million
Q4 2022

Feb 02, 2023

SELL
$39.94 - $48.25 $1.03 Million - $1.25 Million
-25,839 Reduced 17.66%
120,451 $5.67 Million
Q3 2022

Oct 12, 2022

SELL
$39.86 - $47.65 $189,733 - $226,814
-4,760 Reduced 3.15%
146,290 $5.87 Million
Q2 2022

Jul 27, 2022

SELL
$45.44 - $53.31 $198,800 - $233,231
-4,375 Reduced 2.81%
151,050 $6.86 Million
Q1 2022

Apr 25, 2022

SELL
$48.63 - $55.69 $606,951 - $695,066
-12,481 Reduced 7.43%
155,425 $8.2 Million
Q4 2021

Feb 11, 2022

SELL
$51.6 - $54.8 $534,421 - $567,563
-10,357 Reduced 5.81%
167,906 $9.08 Million
Q3 2021

Nov 05, 2021

SELL
$52.87 - $56.39 $140,687 - $150,053
-2,661 Reduced 1.47%
178,263 $9.43 Million
Q2 2021

Aug 10, 2021

SELL
$53.08 - $56.66 $219,114 - $233,892
-4,128 Reduced 2.23%
180,924 $9.86 Million
Q1 2021

May 10, 2021

SELL
$50.35 - $53.3 $696,642 - $737,458
-13,836 Reduced 6.96%
185,052 $9.73 Million
Q4 2020

Jan 19, 2021

SELL
$43.68 - $50.9 $18,127 - $21,123
-415 Reduced 0.21%
198,888 $10.1 Million
Q3 2020

Oct 16, 2020

BUY
$44.37 - $47.42 $421,071 - $450,015
9,490 Added 5.0%
199,303 $9.06 Million
Q2 2020

Aug 03, 2020

SELL
$37.7 - $47.21 $55,268 - $69,209
-1,466 Reduced 0.77%
189,813 $8.4 Million
Q1 2020

Apr 10, 2020

SELL
$34.55 - $53.86 $578,194 - $901,347
-16,735 Reduced 8.05%
191,279 $7.55 Million
Q4 2019

Jan 21, 2020

SELL
$48.34 - $53.77 $192,393 - $214,004
-3,980 Reduced 1.88%
208,014 $11.1 Million
Q3 2019

Oct 16, 2019

BUY
$49.49 - $50.65 $5,790 - $5,926
117 Added 0.06%
211,994 $10.5 Million
Q2 2019

Aug 09, 2019

SELL
N/A
-4,963 Reduced 2.29%
211,877 $10.8 Million
Q1 2019

May 14, 2019

SELL
N/A
-8,080 Reduced 3.59%
216,840 $11 Million
Q4 2018

Feb 08, 2019

BUY
N/A
7,495 Added 3.45%
224,920 $10.5 Million
Q3 2018

Nov 01, 2018

SELL
N/A
-18 Reduced 0.01%
217,425 $11.6 Million
Q2 2018

Aug 08, 2018

SELL
N/A
-2,440 Reduced 1.11%
217,443 $11.5 Million
Q1 2018

May 04, 2018

SELL
N/A
-20,350 Reduced 8.47%
219,883 $12.1 Million
Q4 2017

Feb 09, 2018

SELL
N/A
-4,995 Reduced 2.04%
240,233 $13.4 Million
Q3 2017

Nov 13, 2017

SELL
N/A
-4,503 Reduced 1.8%
245,228 $13.4 Million
Q2 2017

Aug 11, 2017

BUY
N/A
249,731
249,731 $13 Million

Others Institutions Holding DWM

About WISDOMTREE TR


  • Ticker DWM
  • Sector ETFs
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