A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 378,891 shares of DWM stock, worth $20.1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
378,891
Previous 426,075 11.07%
Holding current value
$20.1 Million
Previous $22.9 Million 4.72%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$52.24 - $58.1 $2.46 Million - $2.74 Million
-47,184 Reduced 11.07%
378,891 $21.8 Million
Q2 2024

Jul 16, 2024

BUY
$52.54 - $56.44 $2.16 Million - $2.32 Million
41,128 Added 10.68%
426,075 $22.9 Million
Q1 2024

Apr 15, 2024

BUY
$50.94 - $55.08 $1.07 Million - $1.16 Million
20,986 Added 5.77%
384,947 $21.1 Million
Q4 2023

Jan 30, 2024

BUY
$46.5 - $52.58 $170,934 - $193,284
3,676 Added 1.02%
363,961 $19.1 Million
Q3 2023

Nov 13, 2023

BUY
$48.13 - $51.79 $4.29 Million - $4.61 Million
89,044 Added 32.83%
360,285 $17.4 Million
Q2 2023

Jul 21, 2023

BUY
$48.54 - $51.63 $13.2 Million - $14 Million
271,241 New
271,241 $13.6 Million

Others Institutions Holding DWM

About WISDOMTREE TR


  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
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