Creative Financial Designs Inc Wisdomtree Tr Transaction History

Creative Financial Designs Inc

$1.16 Billion
Q3 2024

A detailed history of Creative Financial Designs Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, Creative Financial Designs Inc holds 124 shares of DWM stock, worth $6,517. This represents 0.0% of its overall portfolio holdings.

Number of Shares

124

Previous 168 26.19%

Holding current value

$6,517

Previous $9,000 22.22%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$52.24 - $58.1 $2,298 - $2,556	-44 Reduced 26.19%	124 $7,000
Q2 2024 Aug 06, 2024	SELL	$52.54 - $56.44 $1,838 - $1,975	-35 Reduced 17.24%	168 $9,000
Q4 2023 Jan 10, 2024	SELL	$46.5 - $52.58 $697 - $788	-15 Reduced 6.88%	203 $10,000
Q3 2023 Nov 14, 2023	SELL	$48.13 - $51.79 $4,861 - $5,230	-101 Reduced 31.66%	218 $10,000
Q2 2023 Jul 26, 2023	SELL	$48.54 - $51.63 $54,898 - $58,393	-1,131 Reduced 78.0%	319 $15,000
Q1 2023 Apr 25, 2023	SELL	$47.34 - $51.12 $1,940 - $2,095	-41 Reduced 2.75%	1,450 $72,000
Q4 2022 Feb 01, 2023	SELL	$39.94 - $48.25 $6,110 - $7,382	-153 Reduced 9.31%	1,491 $70,000
Q3 2022 Nov 01, 2022	SELL	$39.86 - $47.65 $2,630 - $3,144	-66 Reduced 3.86%	1,644 $66,000
Q2 2022 Aug 01, 2022	BUY	$45.44 - $53.31 $1,908 - $2,239	42 Added 2.52%	1,710 $78,000
Q1 2022 Apr 15, 2022	BUY	$48.63 - $55.69 $11,184 - $12,808	230 Added 15.99%	1,668 $88,000
Q4 2021 Jan 26, 2022	SELL	$51.6 - $54.8 $2,786 - $2,959	-54 Reduced 3.62%	1,438 $78,000
Q3 2021 Oct 08, 2021	BUY	$52.87 - $56.39 $31,457 - $33,552	595 Added 66.33%	1,492 $79,000
Q2 2021 Jul 27, 2021	BUY	$53.08 - $56.66 $47,612 - $50,824	897 New	897 $49,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Creative Financial Designs Inc Wisdomtree Tr Transaction History