Cambridge Investment Research Advisors, Inc. Wisdomtree Tr Transaction History

Cambridge Investment Research Advisors, Inc.

$32.9 Billion
Q2 2025

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 18,746 shares of DWM stock, worth $1.24 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,746

Previous 17,770 5.49%

Holding current value

$1.24 Million

Previous $1.03 Million 15.39%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$52.06 - $63.91 $50,810 - $62,376	976 Added 5.49%	18,746 $1.19 Million
Q1 2025 Apr 22, 2025	BUY	$52.19 - $59.86 $23,224 - $26,637	445 Added 2.57%	17,770 $1.03 Million
Q4 2024 Feb 14, 2025	SELL	$52.54 - $57.11 $168,285 - $182,923	-3,203 Reduced 15.6%	17,325 $913,000
Q3 2024 Oct 28, 2024	BUY	$52.24 - $58.1 $14,522 - $16,151	278 Added 1.37%	20,528 $1.18 Million
Q2 2024 Jul 26, 2024	SELL	$52.54 - $56.44 $33,047 - $35,500	-629 Reduced 3.01%	20,250 $1.09 Million
Q1 2024 Apr 24, 2024	SELL	$50.94 - $55.08 $11,410 - $12,337	-224 Reduced 1.06%	20,879 $1.14 Million
Q4 2023 Feb 09, 2024	SELL	$46.5 - $52.58 $6,277 - $7,098	-135 Reduced 0.64%	21,103 $1.11 Million
Q3 2023 Oct 24, 2023	BUY	$48.13 - $51.79 $30,562 - $32,886	635 Added 3.08%	21,238 $1.03 Million
Q2 2023 Jul 13, 2023	SELL	$48.54 - $51.63 $493,312 - $524,715	-10,163 Reduced 33.03%	20,603 $1.03 Million
Q1 2023 May 11, 2023	SELL	$47.34 - $51.12 $8,142 - $8,792	-172 Reduced 0.56%	30,766 $1.53 Million
Q4 2022 Feb 08, 2023	BUY	$39.94 - $48.25 $77,004 - $93,026	1,928 Added 6.65%	30,938 $1.46 Million
Q3 2022 Oct 17, 2022	SELL	$39.86 - $47.65 $571,512 - $683,205	-14,338 Reduced 33.08%	29,010 $0
Q2 2022 Jul 13, 2022	BUY	$45.44 - $53.31 $34,307 - $40,249	755 Added 1.77%	43,348 $0
Q1 2022 May 12, 2022	BUY	$48.63 - $55.69 $31,025 - $35,530	638 Added 1.52%	42,593 $0
Q4 2021 Feb 03, 2022	SELL	$51.6 - $54.8 $14.3 Million - $15.2 Million	-277,697 Reduced 86.87%	41,955 $0
Q3 2021 Nov 02, 2021	BUY	$52.87 - $56.39 $133,972 - $142,892	2,534 Added 0.8%	319,652 $0
Q2 2021 Aug 10, 2021	SELL	$53.08 - $56.66 $302,025 - $322,395	-5,690 Reduced 1.76%	317,118 $0
Q1 2021 May 07, 2021	SELL	$50.35 - $53.3 $549,066 - $581,236	-10,905 Reduced 3.27%	322,808 $0
Q4 2020 Feb 04, 2021	SELL	$43.68 - $50.9 $986,818 - $1.15 Million	-22,592 Reduced 6.34%	333,713 $0
Q3 2020 Oct 29, 2020	SELL	$44.37 - $47.42 $426,306 - $455,611	-9,608 Reduced 2.63%	356,305 $0
Q2 2020 Jul 27, 2020	BUY	$37.7 - $47.21 $297,189 - $372,156	7,883 Added 2.2%	365,913 $0
Q1 2020 May 08, 2020	SELL	$34.55 - $53.86 $436,677 - $680,736	-12,639 Reduced 3.41%	358,030 $0
Q4 2019 Feb 04, 2020	BUY	$48.34 - $53.77 $317,013 - $352,623	6,558 Added 1.8%	370,669 $0
Q3 2019 Nov 06, 2019	BUY	$49.49 - $50.65 $610,459 - $624,767	12,335 Added 3.51%	364,111 $0
Q2 2019 Aug 15, 2019	BUY	N/A	6,697 Added 1.94%	351,776 $0
Q1 2019 May 08, 2019	BUY	N/A	59,741 Added 20.94%	345,079 $0
Q4 2018 Feb 05, 2019	SELL	N/A	-38,895 Reduced 12.0%	285,338 $0
Q3 2018 Nov 02, 2018	BUY	N/A	4,011 Added 1.25%	324,233 $0
Q2 2018 Aug 10, 2018	BUY	N/A	8,067 Added 2.58%	320,222 $0
Q1 2018 May 09, 2018	BUY	N/A	36,227 Added 13.13%	312,155 $0
Q4 2017 Feb 22, 2018	BUY	N/A	232,754 Added 539.11%	275,928 $0
Q3 2017 Nov 07, 2017	SELL	N/A	-2,286 Reduced 5.03%	43,174 $2.35 Million
Q2 2017 Aug 08, 2017	BUY	N/A	45,460	45,460 $2.36 Million

Others Institutions Holding DWM

# of Institutions

134

Shares Held

5.54M

Call Options Held

Put Options Held

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Cambridge Investment Research Advisors, Inc. Wisdomtree Tr Transaction History