Bogart Wealth, LLC Wisdomtree Tr Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 133 shares of DWM stock, worth $7,575. This represents 0.0% of its overall portfolio holdings.

Number of Shares
133
Previous 133 -0.0%
Holding current value
$7,575
Previous $7,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
BUY
$45.44 - $53.31 $45 - $53
1 Added 0.76%
133 $6,000
Q1 2022

Apr 22, 2022
SELL
$48.63 - $55.69 $48 - $55
-1 Reduced 0.75%
132 $7,000
Q3 2021

Oct 15, 2021
SELL
$52.87 - $56.39 $4,018 - $4,285
-76 Reduced 36.36%
133 $7,000
Q2 2021

Aug 06, 2021
BUY
$53.08 - $56.66 $7,006 - $7,479
132 Added 171.43%
209 $11,000
Q1 2021

Apr 16, 2021
BUY
$50.35 - $53.3 $3,876 - $4,104
77 New
77 $4,000

Others Institutions Holding DWM

# of Institutions
126
Shares Held
6.12M
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
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email