Rockefeller Capital Management L.P. Wisdomtree Tr Transaction History

Rockefeller Capital Management L.P.

$47.9 Billion
Q3 2025

A detailed history of Rockefeller Capital Management L.P. transactions in Wisdomtree Tr stock. As of the latest transaction made, Rockefeller Capital Management L.P. holds 9,915 shares of DWM stock, worth $665,494. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,915

Holding current value

$665,494

% of portfolio

0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$62.79 - $66.96 $622,562 - $663,908	9,915 New	9,915 $656,000
Q1 2023 May 17, 2023	BUY	$47.34 - $51.12 $34,984 - $37,777	739 Added 21.97%	4,102 $204,000
Q4 2022 Mar 06, 2023	SELL	$39.94 - $48.25 $63,704 - $76,958	-1,595 Reduced 32.17%	3,363 $158,000
Q3 2022 Nov 02, 2022	SELL	$39.86 - $47.65 $4,384 - $5,241	-110 Reduced 2.17%	4,958 $199,000
Q2 2022 Aug 12, 2022	BUY	$45.44 - $53.31 $6,906 - $8,103	152 Added 3.09%	5,068 $230,000

Q1 2022 May 13, 2022	BUY	$48.63 - $55.69 $11,184 - $12,808	230 Added 4.91%	4,916 $259,000
Q4 2021 Feb 14, 2022	BUY	$51.6 - $54.8 $23,787 - $25,262	461 Added 10.91%	4,686 $253,000
Q3 2021 Nov 12, 2021	BUY	$52.87 - $56.39 $1,057 - $1,127	20 Added 0.48%	4,225 $223,000
Q2 2021 Aug 10, 2021	SELL	$53.08 - $56.66 $25,213 - $26,913	-475 Reduced 10.15%	4,205 $229,000
Q4 2020 Feb 12, 2021	BUY	$43.68 - $50.9 $50,581 - $58,942	1,158 Added 32.88%	4,680 $236,000
Q3 2020 Nov 13, 2020	BUY	$44.37 - $47.42 $26,355 - $28,167	594 Added 20.29%	3,522 $160,000
Q2 2020 Aug 12, 2020	SELL	$37.7 - $47.21 $6,861 - $8,592	-182 Reduced 5.85%	2,928 $130,000
Q1 2020 May 12, 2020	BUY	$34.55 - $53.86 $95,012 - $148,115	2,750 Added 763.89%	3,110 $123,000
Q4 2019 Feb 07, 2020	BUY	$48.34 - $53.77 $8,797 - $9,786	182 Added 102.25%	360 $19,000
Q3 2019 Nov 12, 2019	BUY	$49.49 - $50.65 $8,809 - $9,015	178 New	178 $9,000

Others Institutions Holding DWM

# of Institutions

142

Shares Held

5.55M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockefeller Capital Management L.P., based on Form 13F filings with the SEC.

News

Stay updated on Rockefeller Capital Management L.P. with notifications on news.

Account

Rockefeller Capital Management L.P. Wisdomtree Tr Transaction History