Advisor Os, LLC Wisdomtree Tr Transaction History

Advisor Os, LLC

$968 Million
Q3 2024

A detailed history of Advisor Os, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Advisor Os, LLC holds 37,087 shares of DWM stock, worth $2 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

37,087

Previous 33,294 11.39%

Holding current value

$2 Million

Previous $1.79 Million 19.35%

% of portfolio

0.22%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$52.24 - $58.1 $198,146 - $220,373	3,793 Added 11.39%	37,087 $2.13 Million
Q2 2024 Aug 05, 2024	BUY	$52.54 - $56.44 $183,942 - $197,596	3,501 Added 11.75%	33,294 $1.79 Million
Q1 2024 May 08, 2024	BUY	$50.94 - $55.08 $226,988 - $245,436	4,456 Added 17.59%	29,793 $1.63 Million
Q4 2023 Feb 07, 2024	BUY	$46.5 - $52.58 $13,066 - $14,774	281 Added 1.12%	25,337 $1.33 Million
Q3 2023 Nov 02, 2023	SELL	$48.13 - $51.79 $976,220 - $1.05 Million	-20,283 Reduced 44.74%	25,056 $1.21 Million
Q2 2023 Aug 08, 2023	BUY	$48.54 - $51.63 $154,988 - $164,854	3,193 Added 7.58%	45,339 $2.27 Million
Q1 2023 Apr 24, 2023	BUY	$47.34 - $51.12 $2 Million - $2.15 Million	42,146 New	42,146 $2.1 Million

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
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