Howard Wealth Management, LLC Wisdomtree Tr Transaction History

Howard Wealth Management, LLC

$171 Million
Q3 2024

A detailed history of Howard Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Howard Wealth Management, LLC holds 5,615 shares of DWM stock, worth $297,988. This represents 0.19% of its overall portfolio holdings.

Number of Shares

5,615

Previous 5,615 -0.0%

Holding current value

$297,988

Previous $301,000 7.31%

% of portfolio

0.19%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$48.54 - $51.63 $46,841 - $49,822	965 Added 20.75%	5,615 $280,000
Q4 2022 Jan 26, 2023	BUY	$39.94 - $48.25 $185,721 - $224,362	4,650 New	4,650 $0
Q1 2022 Apr 20, 2022	SELL	$48.63 - $55.69 $9,482 - $10,859	-195 Reduced 4.02%	4,650 $245,000
Q1 2021 Apr 23, 2021	SELL	$50.35 - $53.3 $26,433 - $27,982	-525 Reduced 9.78%	4,845 $254,000
Q4 2020 Feb 02, 2021	SELL	$43.68 - $50.9 $109,549 - $127,657	-2,508 Reduced 31.84%	5,370 $271,000
Q2 2020 Aug 03, 2020	SELL	$37.7 - $47.21 $62,770 - $78,604	-1,665 Reduced 17.45%	7,878 $348,000
Q1 2020 May 04, 2020	SELL	$34.55 - $53.86 $82,920 - $129,264	-2,400 Reduced 20.1%	9,543 $376,000
Q4 2019 Feb 05, 2020	BUY	$48.34 - $53.77 $577,324 - $642,175	11,943 New	11,943 $638,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

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 Howard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Howard Wealth Management, LLC with notifications on news.

Account

Howard Wealth Management, LLC Wisdomtree Tr Transaction History