Global Retirement Partners, LLC Wisdomtree Tr Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 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 $3,750. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 66 -0.0%

Holding current value

$3,750

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

127

Shares Held

6.1M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

Global Retirement Partners, LLC Wisdomtree Tr Transaction History