Wealth Enhancement Advisory Services, LLC Wisdomtree Tr Transaction History

Wealth Enhancement Advisory Services, LLC

$61.1 Billion
Q3 2025

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 305,383 shares of DWM stock, worth $20.5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

305,383

Previous 314,751 2.98%

Holding current value

$20.5 Million

Previous $20 Million 1.08%

% of portfolio

0.03%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$62.79 - $66.96 $588,216 - $627,281	-9,368 Reduced 2.98%	305,383 $20.2 Million
Q2 2025 Jul 10, 2025	SELL	$52.06 - $63.91 $1.43 Million - $1.75 Million	-27,446 Reduced 8.02%	314,751 $20 Million
Q1 2025 Apr 16, 2025	SELL	$52.19 - $59.86 $6.44 Million - $7.39 Million	-123,400 Reduced 26.5%	342,197 $20 Million
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

141

Shares Held

5.53M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Wisdomtree Tr Transaction History