Epg Wealth Management LLC Wisdomtree Tr Intl Multifactor Transaction History

Epg Wealth Management LLC

$401 Million
Q1 2024

A detailed history of Epg Wealth Management LLC transactions in Wisdomtree Tr Intl Multifactor stock. As of the latest transaction made, Epg Wealth Management LLC holds 6,423 shares of DWMF stock, worth $170,466. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,423

Previous 6,400 0.36%

Holding current value

$170,466

Previous $161,000 5.59%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$25.0 - $26.55 $575 - $610	23 Added 0.36%	6,423 $170,000
Q4 2023 Feb 14, 2024	BUY	$23.84 - $25.43 $1,025 - $1,093	43 Added 0.68%	6,400 $161,000
Q3 2023 Nov 13, 2023	BUY	$24.37 - $25.45 $974 - $1,018	40 Added 0.63%	6,357 $156,000
Q2 2023 Aug 15, 2023	BUY	$24.74 - $25.91 $2,622 - $2,746	106 Added 1.71%	6,317 $158,000
Q1 2023 May 15, 2023	BUY	$23.95 - $25.05 $526 - $551	22 Added 0.36%	6,211 $155,000

Q4 2022 Feb 14, 2023	BUY	$22.66 - $24.43 $521 - $561	23 Added 0.37%	6,189 $147,000
Q3 2022 Nov 15, 2022	BUY	N/A	6,166 New	6,166 $134,000
Q2 2022 Aug 15, 2022	SELL	N/A	-6,106 Closed	0 $0
Q1 2022 May 10, 2022	BUY	N/A	6,106 New	6,106 $154,000
Q2 2020 Aug 06, 2020	SELL	N/A	-4,209 Closed	0 $0
Q1 2020 May 05, 2020	BUY	N/A	1,093 Added 35.08%	4,209 $88,000
Q4 2019 Feb 14, 2020	BUY	N/A	3,116 New	3,116 $80,000

Others Institutions Holding DWMF

# of Institutions

Shares Held

1.04M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR INTL MULTIFACTOR

Ticker DWMF
Sector Industrials

More about DWMF

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Epg Wealth Management LLC Wisdomtree Tr Intl Multifactor Transaction History