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 $5.37 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares
92,035
Previous 91,765 0.29%
Holding current value
$5.37 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
126
Shares Held
6.18M
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
Track This Portfolio

Track Db Wealth Management Group, LLC Portfolio

Follow Db Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Db Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Db Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email