Global Retirement Partners, LLC Wisdomtree Tr Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Global Retirement Partners, LLC holds 66 shares of DWM stock, worth $3,502. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 66 -0.0%

Holding current value

$3,502

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 18, 2024	SELL	$46.5 - $52.58 $50,220 - $56,786	-1,080 Reduced 94.24%	66 $3,000
Q3 2023 Oct 13, 2023	BUY	$48.13 - $51.79 $8,230 - $8,856	171 Added 17.54%	1,146 $55,000
Q2 2023 Jul 20, 2023	BUY	$48.54 - $51.63 $825 - $877	17 Added 1.77%	975 $48,000
Q1 2023 May 05, 2023	BUY	$47.34 - $51.12 $2,224 - $2,402	47 Added 5.16%	958 $47,000
Q4 2022 Feb 13, 2023	BUY	$39.94 - $48.25 $12,581 - $15,198	315 Added 52.85%	911 $42,000
Q3 2022 Nov 03, 2022	SELL	$39.86 - $47.65 $1,753 - $2,096	-44 Reduced 6.88%	596 $25,000
Q2 2022 Jul 15, 2022	BUY	$45.44 - $53.31 $4,544 - $5,331	100 Added 18.52%	640 $29,000
Q1 2022 Jul 14, 2022	BUY	$48.63 - $55.69 $26,260 - $30,072	540 New	540 $27,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Global Retirement Partners, LLC Wisdomtree Tr Transaction History