Pb Mares Wealth Management LLC Wisdomtree Tr Intl Largecap Di Transaction History

Pb Mares Wealth Management LLC

$483 Million
Q4 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 6,196 shares of DOL stock, worth $319,032. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,196

Previous 6,169 0.44%

Holding current value

$319,032

Previous $332,000 7.83%

% of portfolio

0.06%

Previous 0.07%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$49.25 - $53.57 $1,329 - $1,446	27 Added 0.44%	6,196 $306,000
Q3 2024 Oct 25, 2024	SELL	$49.13 - $54.55 $17,834 - $19,801	-363 Reduced 5.56%	6,169 $332,000
Q2 2024 Jul 22, 2024	BUY	$49.5 - $53.37 $7,177 - $7,738	145 Added 2.27%	6,532 $331,000
Q1 2024 Apr 29, 2024	SELL	$47.98 - $51.98 $1,775 - $1,923	-37 Reduced 0.58%	6,387 $330,000
Q4 2023 Jan 26, 2024	BUY	$43.94 - $49.34 $1,142 - $1,282	26 Added 0.41%	6,424 $316,000
Q3 2023 Oct 26, 2023	SELL	$45.36 - $48.51 $20,548 - $21,975	-453 Reduced 6.61%	6,398 $291,000
Q2 2023 Jul 24, 2023	SELL	$45.64 - $48.69 $9,766 - $10,419	-214 Reduced 3.03%	6,851 $323,000
Q1 2023 Apr 27, 2023	BUY	$44.28 - $47.87 $18,686 - $20,201	422 Added 6.35%	7,065 $329,000
Q4 2022 Jan 31, 2023	BUY	$37.25 - $45.18 $25,814 - $31,309	693 Added 11.65%	6,643 $292,000
Q3 2022 Oct 25, 2022	BUY	$37.03 - $43.77 $220,328 - $260,431	5,950 New	5,950 $223,000
Q2 2022 Jul 21, 2022	SELL	$41.84 - $49.19 $187,359 - $220,272	-4,478 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	$44.79 - $51.16 $32,607 - $37,244	-728 Reduced 13.98%	4,478 $218,000
Q4 2021 Feb 02, 2022	BUY	$46.91 - $49.68 $703 - $745	15 Added 0.29%	5,206 $257,000
Q3 2021 Nov 02, 2021	SELL	$47.54 - $50.87 $11,789 - $12,615	-248 Reduced 4.56%	5,191 $247,000
Q2 2021 Jul 13, 2021	SELL	$47.77 - $51.41 $34,251 - $36,860	-717 Reduced 11.65%	5,439 $268,000
Q1 2021 Apr 15, 2021	BUY	$45.63 - $48.02 $10,175 - $10,708	223 Added 3.76%	6,156 $291,000
Q4 2020 Jan 25, 2021	SELL	$39.37 - $46.23 $23,070 - $27,090	-586 Reduced 8.99%	5,933 $273,000
Q3 2020 Oct 21, 2020	SELL	$40.75 - $43.59 $271,232 - $290,135	-6,656 Reduced 50.52%	6,519 $269,000
Q2 2020 Jul 14, 2020	SELL	$35.15 - $43.29 $280,778 - $345,800	-7,988 Reduced 37.75%	13,175 $538,000
Q1 2020 Apr 17, 2020	SELL	$32.2 - $49.37 $236,702 - $362,918	-7,351 Reduced 25.78%	21,163 $782,000
Q4 2019 Feb 04, 2020	BUY	$44.62 - $49.28 $1.27 Million - $1.41 Million	28,514 New	28,514 $1.4 Million

Others Institutions Holding DOL

# of Institutions

Shares Held

8.14M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL LARGECAP DI

Ticker DOL
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Pb Mares Wealth Management LLC Wisdomtree Tr Intl Largecap Di Transaction History