A detailed history of Allen Capital Group, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Allen Capital Group, LLC holds 6,868 shares of DWM stock, worth $364,484. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,868
Previous 6,868 -0.0%
Holding current value
$364,484
Previous $368,000 7.34%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023

BUY
$47.34 - $51.12 $325,131 - $351,092
6,868 New
6,868 $341,000
Q4 2021

Jan 31, 2022

BUY
$51.6 - $54.8 $354,388 - $376,366
6,868 New
6,868 $371,000
Q4 2021

Jan 25, 2022

SELL
$51.6 - $54.8 $354,388 - $376,366
-6,868 Closed
0 $0
Q1 2020

Apr 15, 2020

BUY
$34.55 - $53.86 $237,289 - $369,910
6,868 New
6,868 $271,000

Others Institutions Holding DWM

About WISDOMTREE TR


  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
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