Regimen Wealth, LLC Wisdomtree Tr Transaction History

Regimen Wealth, LLC

  • $290 Billion
  • Q2 2024

A detailed history of Regimen Wealth, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Regimen Wealth, LLC holds 4,207 shares of DWM stock, worth $232,815. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,207
Previous 5,358 21.48%
Holding current value
$232,815
Previous $294 Million 23.04%
% of portfolio
0.08%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$52.54 - $56.44 $60,473 - $64,962
-1,151 Reduced 21.48%
4,207 $226 Million
Q1 2024

May 14, 2024
BUY
$50.94 - $55.08 $9,118 - $9,859
179 Added 3.46%
5,358 $294 Million
Q4 2023

Feb 13, 2024
BUY
$46.5 - $52.58 $1,767 - $1,998
38 Added 0.74%
5,179 $272 Million
Q3 2023

Nov 13, 2023
BUY
$48.13 - $51.79 $1,684 - $1,812
35 Added 0.69%
5,141 $249 Million
Q2 2023

Aug 08, 2023
BUY
$48.54 - $51.63 $4,951 - $5,266
102 Added 2.04%
5,106 $255 Million
Q1 2023

May 05, 2023
BUY
$47.34 - $51.12 $236,889 - $255,804
5,004 New
5,004 $249 Million

Others Institutions Holding DWM

# of Institutions
131
Shares Held
6.6M
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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