Valley National Advisers Inc Wisdomtree Tr Transaction History

Valley National Advisers Inc

  • $722 Million
  • Q4 2025

A detailed history of Valley National Advisers Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, Valley National Advisers Inc holds 4,014 shares of DWM stock, worth $269,419. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,014
Holding current value
$269,419
% of portfolio
0.04%

Shares

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

Jan 23, 2026
BUY
$65.0 - $67.79 $260,910 - $272,109
4,014 New
4,014 $276,000
Q1 2018

Apr 19, 2018
BUY
N/A
700 Added 21.12%
4,014 $220,000
Q3 2017

Nov 14, 2017
BUY
N/A
3,314
3,314 $180,000

Others Institutions Holding DWM

# of Institutions
142
Shares Held
5.55M
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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