A detailed history of Brightwater Advisory LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Brightwater Advisory LLC holds 14,871 shares of DWM stock, worth $820,284. This represents 0.61% of its overall portfolio holdings.

Number of Shares
14,871
Previous 28,820 48.4%
Holding current value
$820,284
Previous $1.66 Billion 52.76%
% of portfolio
0.61%
Previous 1.22%

Shares

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

Feb 04, 2025

SELL
$52.54 - $57.11 $732,880 - $796,627
-13,949 Reduced 48.4%
14,871 $784 Million
Q3 2024

Oct 08, 2024

SELL
$52.24 - $58.1 $869,325 - $966,842
-16,641 Reduced 36.61%
28,820 $1.66 Billion
Q2 2024

Sep 10, 2024

BUY
$52.54 - $56.44 $2.39 Million - $2.57 Million
45,461 New
45,461 $2.44 Billion
Q1 2024

Oct 02, 2024

BUY
$50.94 - $55.08 $867,304 - $937,792
17,026 Added 37.45%
62,487 $3.42 Billion

Others Institutions Holding DWM

About WISDOMTREE TR


  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
Track This Portfolio

Track Brightwater Advisory LLC Portfolio

Follow Brightwater Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Brightwater Advisory LLC with notifications on news.