Cetera Investment Advisers Wisdomtree Tr Transaction History

Cetera Investment Advisers

$55.9 Billion
Q2 2025

A detailed history of Cetera Investment Advisers transactions in Wisdomtree Tr stock. As of the latest transaction made, Cetera Investment Advisers holds 63,652 shares of DWM stock, worth $4.21 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

63,652

Previous 48,842 30.32%

Holding current value

$4.21 Million

Previous $2.84 Million 42.43%

% of portfolio

0.01%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$52.06 - $63.91 $771,008 - $946,507	14,810 Added 30.32%	63,652 $4.05 Million
Q1 2025 May 06, 2025	BUY	$52.19 - $59.86 $58,765 - $67,402	1,126 Added 2.36%	48,842 $2.84 Million
Q4 2024 Feb 13, 2025	BUY	$52.54 - $57.11 $125,885 - $136,835	2,396 Added 5.29%	47,716 $2.51 Million
Q3 2024 Nov 13, 2024	BUY	$52.24 - $58.1 $15,045 - $16,732	288 Added 0.64%	45,320 $2.61 Million
Q2 2024 Aug 22, 2024	BUY	$52.54 - $56.44 $411,703 - $442,263	7,836 Added 21.07%	45,032 $2.42 Million
Q1 2024 May 24, 2024	BUY	$50.94 - $55.08 $898,683 - $971,721	17,642 Added 90.22%	37,196 $2.04 Million
Q1 2024 May 14, 2024	SELL	$50.94 - $55.08 $31,735 - $34,314	-623 Reduced 3.09%	19,554 $1.07 Million
Q4 2023 Feb 13, 2024	SELL	$46.5 - $52.58 $8,556 - $9,674	-184 Reduced 0.9%	20,177 $1.06 Million
Q3 2023 Nov 14, 2023	SELL	$48.13 - $51.79 $54,964 - $59,144	-1,142 Reduced 5.31%	20,361 $984,000
Q2 2023 Aug 09, 2023	SELL	$48.54 - $51.63 $340,896 - $362,597	-7,023 Reduced 24.62%	21,503 $1.08 Million
Q1 2023 May 15, 2023	SELL	$47.34 - $51.12 $883,269 - $953,796	-18,658 Reduced 39.54%	28,526 $1.42 Million
Q4 2022 Feb 14, 2023	BUY	$39.94 - $48.25 $263,524 - $318,353	6,598 Added 16.26%	47,184 $2.22 Million
Q3 2022 Nov 10, 2022	BUY	$39.86 - $47.65 $153,580 - $183,595	3,853 Added 10.49%	40,586 $1.63 Million
Q2 2022 Aug 11, 2022	BUY	$45.44 - $53.31 $117,825 - $138,232	2,593 Added 7.6%	36,733 $1.67 Million
Q1 2022 May 13, 2022	SELL	$48.63 - $55.69 $28,983 - $33,191	-596 Reduced 1.72%	34,140 $1.8 Million
Q4 2021 Feb 14, 2022	BUY	$51.6 - $54.8 $125,491 - $133,273	2,432 Added 7.53%	34,736 $1.88 Million
Q3 2021 Nov 16, 2021	SELL	$52.87 - $56.39 $9,199 - $9,811	-174 Reduced 0.54%	32,304 $1.71 Million
Q2 2021 Aug 13, 2021	BUY	$53.08 - $56.66 $236,471 - $252,420	4,455 Added 15.9%	32,478 $1.77 Million
Q1 2021 May 17, 2021	BUY	$50.35 - $53.3 $155,480 - $164,590	3,088 Added 12.38%	28,023 $1.47 Million
Q4 2020 Feb 17, 2021	BUY	$43.68 - $50.9 $173,890 - $202,632	3,981 Added 19.0%	24,935 $1.26 Million
Q3 2020 Nov 13, 2020	BUY	$44.37 - $47.42 $20,277 - $21,670	457 Added 2.23%	20,954 $953,000
Q2 2020 Aug 13, 2020	BUY	$37.7 - $47.21 $5,466 - $6,845	145 Added 0.71%	20,497 $907,000
Q1 2020 May 08, 2020	BUY	$34.55 - $53.86 $284,001 - $442,729	8,220 Added 67.75%	20,352 $804,000
Q4 2019 Feb 10, 2020	SELL	$48.34 - $53.77 $122,541 - $136,306	-2,535 Reduced 17.28%	12,132 $647,000
Q3 2019 Nov 06, 2019	SELL	$49.49 - $50.65 $36,078 - $36,923	-729 Reduced 4.73%	14,667 $730,000
Q2 2019 Aug 12, 2019	BUY	N/A	1,882 Added 13.93%	15,396 $783,000
Q1 2019 May 06, 2019	BUY	N/A	1,055 Added 8.47%	13,514 $684,000
Q4 2018 Feb 15, 2019	BUY	N/A	1,641 Added 15.17%	12,459 $582,000
Q3 2018 Nov 14, 2018	SELL	N/A	-5,828 Reduced 35.01%	10,818 $577,000
Q2 2018 Aug 14, 2018	BUY	N/A	16,646 New	16,646 $879,000

Others Institutions Holding DWM

# of Institutions

135

Shares Held

5.56M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
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Cetera Investment Advisers Wisdomtree Tr Transaction History