Regimen Wealth, LLC Wisdomtree Tr Transaction History

Regimen Wealth, LLC

$306 Billion
Q4 2024

A detailed history of Regimen Wealth, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Regimen Wealth, LLC holds 4,503 shares of DWM stock, worth $255,905. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,503

Previous 4,228 6.5%

Holding current value

$255,905

Previous $243 Million 2.51%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$52.54 - $57.11 $14,448 - $15,705	275 Added 6.5%	4,503 $237 Million
Q3 2024 Nov 13, 2024	BUY	$52.24 - $58.1 $1,097 - $1,220	21 Added 0.5%	4,228 $243 Million
Q2 2024 Aug 14, 2024	SELL	$52.54 - $56.44 $60,473 - $64,962	-1,151 Reduced 21.48%	4,207 $226 Million
Q1 2024 May 14, 2024	BUY	$50.94 - $55.08 $9,118 - $9,859	179 Added 3.46%	5,358 $294 Million
Q4 2023 Feb 13, 2024	BUY	$46.5 - $52.58 $1,767 - $1,998	38 Added 0.74%	5,179 $272 Million
Q3 2023 Nov 13, 2023	BUY	$48.13 - $51.79 $1,684 - $1,812	35 Added 0.69%	5,141 $249 Million
Q2 2023 Aug 08, 2023	BUY	$48.54 - $51.63 $4,951 - $5,266	102 Added 2.04%	5,106 $255 Million
Q1 2023 May 05, 2023	BUY	$47.34 - $51.12 $236,889 - $255,804	5,004 New	5,004 $249 Million

Others Institutions Holding DWM

# of Institutions

127

Shares Held

6.09M

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 Regimen Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regimen Wealth, LLC with notifications on news.

Account

Regimen Wealth, LLC Wisdomtree Tr Transaction History