Commonwealth Equity Services, LLC Wisdomtree Tr Transaction History

Commonwealth Equity Services, LLC

  • $70.7 Billion
  • Q1 2025

A detailed history of Commonwealth Equity Services, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 15,159 shares of DWM stock, worth $917,119. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,159
Previous 10,519 44.11%
Holding current value
$917,119
Previous $554,000 59.21%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$52.19 - $59.86 $242,161 - $277,750
4,640 Added 44.11%
15,159 $882,000
Q4 2024

Feb 10, 2025
BUY
$52.54 - $57.11 $17,916 - $19,474
341 Added 3.35%
10,519 $554,000
Q3 2024

Oct 18, 2024
SELL
$52.24 - $58.1 $162,048 - $180,226
-3,102 Reduced 23.36%
10,178 $586,000
Q2 2024

Jul 31, 2024
BUY
$52.54 - $56.44 $472 - $507
9 Added 0.07%
13,280 $713,000
Q1 2024

Apr 29, 2024
BUY
$50.94 - $55.08 $5,399 - $5,838
106 Added 0.81%
13,271 $727,000
Q4 2023

Feb 06, 2024
SELL
$46.5 - $52.58 $186 - $210
-4 Reduced 0.03%
13,165 $691,000
Q3 2023

Oct 23, 2023
SELL
$48.13 - $51.79 $3,754 - $4,039
-78 Reduced 0.59%
13,169 $637,000
Q2 2023

Aug 10, 2023
BUY
$48.54 - $51.63 $176,442 - $187,675
3,635 Added 37.82%
13,247 $663,000
Q1 2023

May 11, 2023
BUY
$47.34 - $51.12 $455,032 - $491,365
9,612 New
9,612 $478,000
Q1 2020

May 11, 2020
SELL
$34.55 - $53.86 $187,433 - $292,190
-5,425 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$48.34 - $53.77 $13,486 - $15,001
279 Added 5.42%
5,425 $290,000
Q3 2019

Oct 30, 2019
SELL
$49.49 - $50.65 $8,957 - $9,167
-181 Reduced 3.4%
5,146 $255,000
Q2 2019

Jul 19, 2019
SELL
N/A
-13,080 Reduced 71.06%
5,327 $271,000
Q1 2019

May 13, 2019
BUY
N/A
2,210 Added 13.64%
18,407 $931,000
Q4 2018

Feb 11, 2019
SELL
N/A
-847 Reduced 4.97%
16,197 $754,000
Q3 2018

Nov 06, 2018
BUY
N/A
729 Added 4.47%
17,044 $905,000
Q2 2018

Jul 31, 2018
SELL
N/A
-245 Reduced 1.48%
16,315 $861,000
Q1 2018

May 14, 2018
BUY
N/A
332 Added 2.05%
16,560 $908,000
Q4 2017

Feb 12, 2018
BUY
N/A
16,228
16,228 $905,000

Others Institutions Holding DWM

# of Institutions
130
Shares Held
5.63M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

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