Wealth Enhancement Advisory Services, LLC Wisdomtree Tr Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49.5 Billion
  • Q4 2024

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 465,597 shares of DWM stock, worth $27.2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
465,597
Previous 378,928 22.87%
Holding current value
$27.2 Million
Previous $20 Million 22.87%
% of portfolio
0.05%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 17, 2025
BUY
$52.54 - $57.11 $4.55 Million - $4.95 Million
86,669 Added 22.87%
465,597 $24.5 Million
Q4 2024

Jan 10, 2025
BUY
$52.54 - $57.11 $1,943 - $2,113
37 Added 0.01%
378,928 $20 Million
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

# of Institutions
126
Shares Held
6.18M
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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