National Asset Management, Inc. Wisdomtree Tr Transaction History

National Asset Management, Inc.

$3.51 Billion
Q3 2024

A detailed history of National Asset Management, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, National Asset Management, Inc. holds 45,120 shares of DWM stock, worth $2.37 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

45,120

Previous 49,082 8.07%

Holding current value

$2.37 Million

Previous $2.64 Million 1.48%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 13, 2024	SELL	$52.24 - $58.1 $206,974 - $230,192	-3,962 Reduced 8.07%	45,120 $2.6 Million
Q2 2024 Aug 19, 2024	SELL	$52.54 - $56.44 $924,966 - $993,626	-17,605 Reduced 26.4%	49,082 $2.64 Million
Q1 2024 May 16, 2024	BUY	$50.94 - $55.08 $774,491 - $837,436	15,204 Added 29.53%	66,687 $3.65 Million
Q4 2023 Mar 15, 2024	SELL	$46.5 - $52.58 $706,986 - $799,426	-15,204 Reduced 22.8%	51,483 $2.7 Million
Q3 2023 Dec 01, 2023	BUY	$48.13 - $51.79 $1 Million - $1.08 Million	20,810 Added 45.36%	66,687 $3.22 Million
Q2 2023 Jul 27, 2023	BUY	$48.54 - $51.63 $293,278 - $311,948	6,042 Added 15.17%	45,877 $2.3 Million
Q1 2023 May 17, 2023	SELL	$47.34 - $51.12 $150,919 - $162,970	-3,188 Reduced 7.41%	39,835 $1.98 Million
Q4 2022 Feb 21, 2023	SELL	$39.94 - $48.25 $119,101 - $143,881	-2,982 Reduced 6.48%	43,023 $2.02 Million
Q3 2022 Nov 14, 2022	BUY	$39.86 - $47.65 $1.83 Million - $2.19 Million	46,005 New	46,005 $1.85 Million

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
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National Asset Management, Inc. Wisdomtree Tr Transaction History