A detailed history of Cape Ann Savings Bank transactions in Wisdomtree Tr stock. As of the latest transaction made, Cape Ann Savings Bank holds 6,794 shares of DWM stock, worth $357,092. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,794
Previous 6,794 -0.0%
Holding current value
$357,092
Previous $364,000 7.42%
% of portfolio
0.23%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023

SELL
$48.13 - $51.79 $9,626 - $10,358
-200 Reduced 2.86%
6,794 $328,000
Q2 2020

Aug 11, 2020

BUY
$37.7 - $47.21 $7,313 - $9,158
194 Added 2.85%
6,994 $310,000
Q2 2019

Jul 31, 2019

SELL
N/A
-4,985 Reduced 42.3%
6,800 $347,000
Q1 2019

May 06, 2019

SELL
N/A
-3,635 Reduced 23.57%
11,785 $597,000
Q4 2018

Feb 15, 2019

BUY
N/A
15,420 New
15,420 $0

Others Institutions Holding DWM

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