Creative Financial Designs Inc Wisdomtree Tr Transaction History

Creative Financial Designs Inc

$1.05 Billion
Q1 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 203 shares of DWM stock, worth $11,154. This represents 0.0% of its overall portfolio holdings.

Number of Shares

203

Previous 203 -0.0%

Holding current value

$11,154

Previous $10,000 10.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$42.44 - $48.25 $6,493 - $7,382	-153 Reduced 9.31%	1,491 $70,000

Q3 2022 Nov 01, 2022	SELL	N/A	-66 Reduced 3.86%	1,644 $66,000
Q2 2022 Aug 01, 2022	BUY	N/A	42 Added 2.52%	1,710 $78,000
Q1 2022 Apr 15, 2022	BUY	N/A	230 Added 15.99%	1,668 $88,000
Q4 2021 Jan 26, 2022	SELL	N/A	-54 Reduced 3.62%	1,438 $78,000
Q3 2021 Oct 08, 2021	BUY	N/A	595 Added 66.33%	1,492 $79,000
Q2 2021 Jul 27, 2021	BUY	N/A	897 New	897 $49,000

Others Institutions Holding DWM

# of Institutions

131

Shares Held

6.48M

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