Allworth Financial LP Wisdomtree Tr Transaction History

Allworth Financial LP

  • $22 Billion
  • Q3 2025

A detailed history of Allworth Financial LP transactions in Wisdomtree Tr stock. As of the latest transaction made, Allworth Financial LP holds 793 shares of DWM stock, worth $53,226. This represents 0.0% of its overall portfolio holdings.

Number of Shares
793
Previous 793 -0.0%
Holding current value
$53,226
Previous $50,000 4.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 07, 2025
BUY
$52.06 - $63.91 $41,283 - $50,680
793 New
793 $50,000
Q2 2023

Jul 18, 2023
BUY
$48.54 - $51.63 $582 - $619
12 Added 2.14%
573 $28,000
Q1 2023

Apr 18, 2023
BUY
$47.34 - $51.12 $236 - $255
5 Added 0.9%
561 $27,000
Q4 2022

Jan 13, 2023
BUY
$39.94 - $48.25 $119 - $144
3 Added 0.54%
556 $0
Q3 2022

Oct 18, 2022
BUY
$39.86 - $47.65 $199 - $238
5 Added 0.91%
553 $22,000
Q2 2022

Jul 13, 2022
BUY
$45.44 - $53.31 $590 - $693
13 Added 2.43%
548 $25,000
Q1 2022

Apr 22, 2022
BUY
$48.63 - $55.69 $26,017 - $29,794
535 New
535 $28,000

Others Institutions Holding DWM

# of Institutions
141
Shares Held
5.54M
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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