Duncan Williams Asset Management, LLC Wisdomtree Tr Transaction History

Duncan Williams Asset Management, LLC

  • $355 Billion
  • Q3 2025

A detailed history of Duncan Williams Asset Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 3,274 shares of DWM stock, worth $219,750. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,274
Holding current value
$219,750
% of portfolio
0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$62.79 - $66.96 $205,574 - $219,227
3,274 New
3,274 $217 Million
Q2 2025

Jul 22, 2025
BUY
$52.06 - $63.91 $170,444 - $209,241
3,274 New
3,274 $208 Million

Others Institutions Holding DWM

# of Institutions
141
Shares Held
5.53M
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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