Kondo Wealth Advisors, Inc. Wisdomtree Tr Transaction History

Kondo Wealth Advisors, Inc.

  • $226 Billion
  • Q2 2025

A detailed history of Kondo Wealth Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 17,304 shares of DWM stock, worth $1.11 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
17,304
Previous 18,170 4.77%
Holding current value
$1.11 Million
Previous $1.06 Billion 4.13%
% of portfolio
0.49%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$52.06 - $63.91 $45,083 - $55,346
-866 Reduced 4.77%
17,304 $1.1 Billion
Q1 2025

Jun 11, 2025
BUY
$52.19 - $59.86 $9,185 - $10,535
176 Added 0.98%
18,170 $1.06 Billion
Q4 2024

Jun 11, 2025
BUY
$52.54 - $57.11 $945,404 - $1.03 Million
17,994 New
17,994 $948 Million

Others Institutions Holding DWM

# of Institutions
132
Shares Held
5.6M
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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