Stifel Financial Corp Wisdomtree Tr Transaction History

Stifel Financial Corp

$106 Billion
Q3 2025

A detailed history of Stifel Financial Corp transactions in Wisdomtree Tr stock. As of the latest transaction made, Stifel Financial Corp holds 13,269 shares of DWM stock, worth $890,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,269

Previous 15,250 12.99%

Holding current value

$890,615

Previous $969,000 9.39%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$62.79 - $66.96 $124,386 - $132,647	-1,981 Reduced 12.99%	13,269 $878,000
Q2 2025 Aug 14, 2025	SELL	$52.06 - $63.91 $20,355 - $24,988	-391 Reduced 2.5%	15,250 $969,000
Q1 2025 May 13, 2025	SELL	$52.19 - $59.86 $442,675 - $507,732	-8,482 Reduced 35.16%	15,641 $909,000
Q4 2024 Feb 13, 2025	BUY	$52.54 - $57.11 $440,390 - $478,696	8,382 Added 53.25%	24,123 $1.27 Million
Q3 2024 Nov 14, 2024	BUY	$52.24 - $58.1 $3,134 - $3,486	60 Added 0.38%	15,741 $906,000

Q2 2024 Aug 13, 2024	SELL	$52.54 - $56.44 $73,398 - $78,846	-1,397 Reduced 8.18%	15,681 $842,000
Q1 2024 May 13, 2024	BUY	$50.94 - $55.08 $4,024 - $4,351	79 Added 0.46%	17,078 $935,000
Q4 2023 Feb 12, 2024	BUY	$46.5 - $52.58 $1,674 - $1,892	36 Added 0.21%	16,999 $892,000
Q3 2023 Nov 13, 2023	SELL	$48.13 - $51.79 $31,525 - $33,922	-655 Reduced 3.72%	16,963 $820,000
Q2 2023 Aug 14, 2023	SELL	$48.54 - $51.63 $25,240 - $26,847	-520 Reduced 2.87%	17,618 $881,000
Q1 2023 May 12, 2023	BUY	$47.34 - $51.12 $16,853 - $18,198	356 Added 2.0%	18,138 $902,000
Q4 2022 Feb 13, 2023	BUY	$39.94 - $48.25 $3,674 - $4,439	92 Added 0.52%	17,782 $836,000
Q3 2022 Nov 14, 2022	SELL	$39.86 - $47.65 $94,866 - $113,407	-2,380 Reduced 11.86%	17,690 $711,000
Q2 2022 Aug 15, 2022	BUY	$45.44 - $53.31 $499 - $586	11 Added 0.05%	20,070 $912,000
Q1 2022 May 13, 2022	BUY	$48.63 - $55.69 $103,095 - $118,062	2,120 Added 11.82%	20,059 $1.06 Million
Q4 2021 Feb 14, 2022	BUY	$51.6 - $54.8 $206 - $219	4 Added 0.02%	17,939 $970,000
Q3 2021 Nov 15, 2021	SELL	$52.87 - $56.39 $29,871 - $31,860	-565 Reduced 3.05%	17,935 $948,000
Q2 2021 Aug 13, 2021	SELL	$53.08 - $56.66 $4,830 - $5,156	-91 Reduced 0.49%	18,500 $1.01 Million
Q1 2021 May 14, 2021	SELL	$50.35 - $53.3 $39,071 - $41,360	-776 Reduced 4.01%	18,591 $978,000
Q4 2020 Feb 12, 2021	BUY	$43.68 - $50.9 $100,638 - $117,273	2,304 Added 13.5%	19,367 $981,000
Q3 2020 Nov 16, 2020	BUY	$44.37 - $47.42 $88,828 - $94,934	2,002 Added 13.29%	17,063 $776,000
Q2 2020 Aug 14, 2020	SELL	$37.7 - $47.21 $51,309 - $64,252	-1,361 Reduced 8.29%	15,061 $667,000
Q1 2020 May 14, 2020	SELL	$34.55 - $53.86 $92,179 - $143,698	-2,668 Reduced 13.98%	16,422 $649,000
Q4 2019 Feb 13, 2020	SELL	$48.34 - $53.77 $89,960 - $100,065	-1,861 Reduced 8.88%	19,090 $1.02 Million
Q3 2019 Nov 13, 2019	SELL	$49.49 - $50.65 $16,183 - $16,562	-327 Reduced 1.54%	20,951 $1.04 Million
Q2 2019 Aug 14, 2019	BUY	N/A	398 Added 1.91%	21,278 $1.09 Million
Q1 2019 May 14, 2019	SELL	N/A	-7,033 Reduced 25.2%	20,880 $1.06 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-9,569 Reduced 25.53%	27,913 $1.3 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-123 Reduced 0.33%	37,482 $1.99 Million
Q2 2018 Aug 14, 2018	BUY	N/A	2,328 Added 6.6%	37,605 $1.99 Million
Q1 2018 May 11, 2018	SELL	N/A	-46 Reduced 0.13%	35,277 $1.94 Million
Q4 2017 Feb 14, 2018	BUY	N/A	1,980 Added 5.94%	35,323 $1.97 Million
Q3 2017 Nov 13, 2017	BUY	N/A	33,343	33,343 $0

Others Institutions Holding DWM

# of Institutions

141

Shares Held

5.53M

Call Options Held

Put Options Held

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Stifel Financial Corp Wisdomtree Tr Transaction History