Cwm, LLC Wisdomtree Tr Transaction History

Cwm, LLC

$25.1 Billion
Q1 2025

A detailed history of Cwm, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Cwm, LLC holds 4,371 shares of DWM stock, worth $274,236. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,371

Previous 2,395 82.51%

Holding current value

$274,236

Previous $126,000 101.59%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$52.19 - $59.86 $103,127 - $118,283	1,976 Added 82.51%	4,371 $254,000
Q4 2024 Feb 04, 2025	BUY	$52.54 - $57.11 $121,104 - $131,638	2,305 Added 2561.11%	2,395 $126,000
Q2 2024 Jul 09, 2024	BUY	$52.54 - $56.44 $4,728 - $5,079	90 New	90 $5,000
Q4 2020 Sep 15, 2021	SELL	$43.68 - $50.9 $2,620 - $3,054	-60 Reduced 10.71%	500 $27,000
Q4 2020 Jan 27, 2021	BUY	$43.68 - $50.9 $2,620 - $3,054	60 Added 12.0%	560 $28,000
Q3 2020 Sep 15, 2021	SELL	$44.37 - $47.42 $63,094 - $67,431	-1,422 Reduced 73.99%	500 $27,000
Q3 2020 Oct 19, 2020	BUY	$44.37 - $47.42 $63,094 - $67,431	1,422 Added 284.4%	1,922 $87,000
Q2 2020 Sep 15, 2021	SELL	$37.7 - $47.21 $29,896 - $37,437	-793 Reduced 61.33%	500 $27,000
Q2 2020 Jul 22, 2020	BUY	$37.7 - $47.21 $29,896 - $37,437	793 Added 158.6%	1,293 $57,000
Q1 2020 Sep 15, 2021	SELL	$34.55 - $53.86 $27,398 - $42,710	-793 Reduced 61.33%	500 $27,000
Q1 2020 Apr 28, 2020	BUY	$34.55 - $53.86 $27,398 - $42,710	793 Added 158.6%	1,293 $51,000
Q4 2019 Sep 14, 2021	BUY	$48.34 - $53.77 $24,170 - $26,885	500 New	500 $27,000
Q4 2019 Jan 27, 2020	SELL	$48.34 - $53.77 $24,170 - $26,885	-500 Closed	0 $0
Q3 2019 Sep 14, 2021	BUY	$49.49 - $50.65 $24,745 - $25,325	500 New	500 $27,000
Q3 2019 Oct 22, 2019	SELL	$49.49 - $50.65 $24,745 - $25,325	-500 Closed	0 $0
Q2 2019 Sep 14, 2021	BUY	N/A	500 New	500 $27,000
Q2 2019 Jul 31, 2019	SELL	N/A	-500 Closed	0 $0
Q1 2019 Sep 02, 2021	BUY	N/A	300 Added 150.0%	500 $0
Q1 2019 Apr 22, 2019	BUY	N/A	200 New	200 $10,000

Others Institutions Holding DWM

# of Institutions

131

Shares Held

5.64M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
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