Berkeley, Inc Wisdomtree Tr Transaction History

Berkeley, Inc

$311 Billion
Q3 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Mar 04, 2025	SELL	$39.86 - $47.65 $195,872 - $234,152	-4,914 Closed	0 $0
Q2 2022 Mar 28, 2025	BUY	$45.44 - $53.31 $727 - $852	16 Added 0.33%	4,914 $223 Million
Q2 2022 Mar 04, 2025	BUY	$45.44 - $53.31 $727 - $852	16 Added 0.33%	4,914 $223 Million
Q1 2022 Mar 28, 2025	SELL	$48.63 - $55.69 $12,108 - $13,866	-249 Reduced 4.84%	4,898 $258 Million
Q1 2022 Mar 04, 2025	SELL	$48.63 - $55.69 $12,108 - $13,866	-249 Reduced 4.84%	4,898 $258 Million
Q4 2021 Mar 28, 2025	BUY	$51.6 - $54.8 $412 - $438	8 Added 0.16%	5,147 $278 Million
Q4 2021 Mar 04, 2025	BUY	$51.6 - $54.8 $412 - $438	8 Added 0.16%	5,147 $278 Million
Q3 2021 Mar 28, 2025	SELL	$52.87 - $56.39 $25,959 - $27,687	-491 Reduced 8.72%	5,139 $272 Million
Q3 2021 Mar 04, 2025	SELL	$52.87 - $56.39 $25,959 - $27,687	-491 Reduced 8.72%	5,139 $272 Million
Q2 2021 Mar 28, 2025	SELL	$53.08 - $56.66 $2,600 - $2,776	-49 Reduced 0.86%	5,630 $307 Million
Q2 2021 Mar 04, 2025	SELL	$53.08 - $56.66 $2,600 - $2,776	-49 Reduced 0.86%	5,630 $307 Million
Q1 2021 Mar 28, 2025	BUY	$50.35 - $53.3 $285,937 - $302,690	5,679 New	5,679 $299 Million
Q1 2021 Mar 04, 2025	SELL	$50.35 - $53.3 $9,314 - $9,860	-185 Reduced 3.15%	5,679 $299 Million
Q4 2020 Mar 28, 2025	BUY	$43.68 - $50.9 $256,139 - $298,477	5,864 New	5,864 $297 Million
Q4 2020 Feb 28, 2025	BUY	$43.68 - $50.9 $256,139 - $298,477	5,864 New	5,864 $297 Million

Others Institutions Holding DWM

# of Institutions

133

Shares Held

5.53M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.03M
Shares

$67.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

527K
Shares

$34.8 Million
0.01% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

387K
Shares

$25.6 Million
2.1% of portfolio
Bank Of America Corp Charlotte, NC

367K
Shares

$24.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

326K
Shares

$21.6 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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