Robertson Stephens Wealth Management, LLC Wisdomtree Tr Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 14,509 shares of DWM stock, worth $973,844. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,509
Previous 16,260 10.77%
Holding current value
$973,844
Previous $1.03 Million 7.07%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2025
SELL
$62.79 - $66.96 $109,945 - $117,246
-1,751 Reduced 10.77%
14,509 $960,000
Q2 2025

Jul 24, 2025
SELL
$52.06 - $63.91 $340,264 - $417,715
-6,536 Reduced 28.67%
16,260 $1.03 Million
Q1 2025

Apr 17, 2025
SELL
$52.19 - $59.86 $1.63 Million - $1.86 Million
-31,149 Reduced 57.74%
22,796 $1.33 Million
Q4 2024

Jan 27, 2025
BUY
$52.54 - $57.11 $1.32 Million - $1.44 Million
25,186 Added 87.58%
53,945 $2.84 Million
Q3 2024

Nov 12, 2024
BUY
$52.24 - $58.1 $1.5 Million - $1.67 Million
28,759 New
28,759 $1.66 Million

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
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email