Db Wealth Management Group, LLC Wisdomtree Tr Transaction History

Db Wealth Management Group, LLC

  • $169 Million
  • Q4 2023

A detailed history of Db Wealth Management Group, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 92,035 shares of DWM stock, worth $5.33 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares
92,035
Previous 91,765 0.29%
Holding current value
$5.33 Million
Previous $4.44 Million 8.93%
% of portfolio
2.86%
Previous 2.9%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024
BUY
$46.5 - $52.58 $12,555 - $14,196
270 Added 0.29%
92,035 $4.83 Million
Q3 2023

Nov 09, 2023
BUY
$48.13 - $51.79 $221,253 - $238,078
4,597 Added 5.27%
91,765 $4.44 Million
Q2 2023

Aug 10, 2023
SELL
$48.54 - $51.63 $178,675 - $190,050
-3,681 Reduced 4.05%
87,168 $4.36 Million
Q1 2023

May 12, 2023
BUY
$47.34 - $51.12 $63,435 - $68,500
1,340 Added 1.5%
90,849 $4.52 Million
Q4 2022

Feb 13, 2023
BUY
$39.94 - $48.25 $3.57 Million - $4.32 Million
89,509 New
89,509 $4.21 Million

Others Institutions Holding DWM

# of Institutions
133
Shares Held
6.62M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
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