Duncan Williams Asset Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Duncan Williams Asset Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$71.28 - $83.74 $31.6 Million - $37.1 Million	442,863 New	442,863 $37.1 Billion
Q1 2025 Apr 21, 2025	BUY	$78.0 - $84.37 $17 Million - $18.4 Million	218,492 Added 128.55%	388,462 $31 Billion
Q4 2024 Jan 21, 2025	BUY	$80.93 - $85.66 $1.69 Million - $1.79 Million	20,844 Added 13.98%	169,970 $13.8 Billion
Q3 2024 Oct 03, 2024	BUY	$75.88 - $83.21 $2.64 Million - $2.9 Million	34,830 Added 30.47%	149,126 $12.4 Billion
Q2 2024 Jul 11, 2024	BUY	$72.31 - $79.02 $814,716 - $890,318	11,267 Added 10.94%	114,296 $8.92 Billion
Q1 2024 Apr 03, 2024	BUY	$69.56 - $76.3 $7.17 Million - $7.86 Million	103,029 New	103,029 $7.85 Billion

791

150M

4.6K

200

Get notified when there are updates to the investment portfolio of Duncan Williams Asset Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Duncan Williams Asset Management, LLC with notifications on news.