Stratos Wealth Advisors, LLC Wisdomtree Tr Transaction History

Stratos Wealth Advisors, LLC

  • $1.92 Billion
  • Q4 2025

A detailed history of Stratos Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 21,221 shares of DWM stock, worth $1.42 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
21,221
Previous 23,258 8.76%
Holding current value
$1.42 Million
Previous $1.54 Million 7.53%
% of portfolio
0.07%
Previous 0.08%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$65.0 - $67.79 $132,405 - $138,088
-2,037 Reduced 8.76%
21,221 $1.42 Million
Q3 2025

Nov 06, 2025
BUY
$62.79 - $66.96 $122,189 - $130,304
1,946 Added 9.13%
23,258 $1.54 Million
Q2 2025

Jul 29, 2025
BUY
$52.06 - $63.91 $50,602 - $62,120
972 Added 4.78%
21,312 $1.35 Million
Q1 2025

Apr 30, 2025
BUY
$52.19 - $59.86 $148,689 - $170,541
2,849 Added 16.29%
20,340 $1.18 Million
Q4 2024

Jan 27, 2025
BUY
$52.54 - $57.11 $26,585 - $28,897
506 Added 2.98%
17,491 $921,000
Q3 2024

Oct 17, 2024
BUY
$52.24 - $58.1 $80,815 - $89,880
1,547 Added 10.02%
16,985 $977,000
Q2 2024

Jul 24, 2024
BUY
$52.54 - $56.44 $23,958 - $25,736
456 Added 3.04%
15,438 $829,000
Q1 2024

Apr 16, 2024
BUY
$50.94 - $55.08 $114,869 - $124,205
2,255 Added 17.72%
14,982 $821,000
Q4 2023

Jan 24, 2024
BUY
$46.5 - $52.58 $40,083 - $45,323
862 Added 7.27%
12,727 $668,000
Q3 2023

Oct 24, 2023
BUY
$48.13 - $51.79 $14,824 - $15,951
308 Added 2.67%
11,865 $573,000
Q2 2023

Jul 18, 2023
BUY
$48.54 - $51.63 $79,362 - $84,415
1,635 Added 16.48%
11,557 $578,000
Q1 2023

Apr 27, 2023
BUY
$47.34 - $51.12 $97,473 - $105,256
2,059 Added 26.19%
9,922 $493,000
Q4 2022

Jan 19, 2023
SELL
$39.94 - $48.25 $86,030 - $103,930
-2,154 Reduced 21.5%
7,863 $0
Q3 2022

Oct 24, 2022
BUY
$39.86 - $47.65 $399,277 - $477,310
10,017 New
10,017 $402,000

Others Institutions Holding DWM

# of Institutions
141
Shares Held
5.56M
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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