Benedetti & Gucer, Inc. Wisdomtree Tr Transaction History

Benedetti & Gucer, Inc.

$201 Million
Q1 2024

A detailed history of Benedetti & Gucer, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Benedetti & Gucer, Inc. holds 4,755 shares of DWM stock, worth $316,587. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,755

Previous 5,047 5.79%

Holding current value

$316,587

Previous $265,000 1.89%

% of portfolio

0.13%

Previous 0.14%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$50.94 - $55.08 $14,874 - $16,083	-292 Reduced 5.79%	4,755 $260,000
Q4 2023 Feb 12, 2024	BUY	$46.5 - $52.58 $234,685 - $265,371	5,047 New	5,047 $265,000
Q2 2023 Jul 20, 2023	SELL	$48.54 - $51.63 $70,237 - $74,708	-1,447 Reduced 23.01%	4,841 $246,000
Q1 2023 Apr 26, 2023	BUY	$47.34 - $51.12 $8,899 - $9,610	188 Added 3.08%	6,288 $313,000
Q3 2022 Oct 26, 2022	SELL	$39.86 - $47.65 $27,383 - $32,735	-687 Reduced 10.12%	6,100 $245,000
Q3 2022 Oct 25, 2022	BUY	$39.86 - $47.65 $27,304 - $32,640	685 Added 11.23%	6,787 $370,000
Q2 2022 Aug 05, 2022	BUY	$45.44 - $53.31 $4,998 - $5,864	110 Added 1.84%	6,102 $283,000
Q1 2022 Apr 22, 2022	SELL	$48.63 - $55.69 $534 - $612	-11 Reduced 0.18%	5,992 $316,000
Q4 2021 Jan 20, 2022	SELL	$51.6 - $54.8 $26,625 - $28,276	-516 Reduced 7.92%	6,003 $324,000
Q3 2021 Nov 05, 2021	SELL	$52.87 - $56.39 $14,169 - $15,112	-268 Reduced 3.95%	6,519 $345,000
Q2 2021 Aug 06, 2021	BUY	$53.08 - $56.66 $4,246 - $4,532	80 Added 1.19%	6,787 $370,000
Q1 2021 Apr 30, 2021	BUY	$50.35 - $53.3 $337,697 - $357,483	6,707 New	6,707 $352,000

Others Institutions Holding DWM

# of Institutions

136

Shares Held

5.58M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Benedetti & Gucer, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Benedetti & Gucer, Inc. with notifications on news.

Account

Benedetti & Gucer, Inc. Wisdomtree Tr Transaction History