Iht Wealth Management, LLC Wisdomtree Tr Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$52.54 - $56.44 $22,014 - $23,648
-419 Reduced 3.01%
13,500 $725,000
Q1 2024

May 15, 2024
BUY
$50.94 - $55.08 $52,417 - $56,677
1,029 Added 7.98%
13,919 $762,000
Q4 2023

Feb 14, 2024
BUY
$46.5 - $52.58 $186,325 - $210,688
4,007 Added 45.11%
12,890 $676,000
Q3 2023

Nov 14, 2023
BUY
$48.13 - $51.79 $4,668 - $5,023
97 Added 1.1%
8,883 $429,000
Q2 2023

Aug 14, 2023
BUY
$48.54 - $51.63 $9,902 - $10,532
204 Added 2.38%
8,786 $439,000
Q1 2023

May 15, 2023
BUY
$47.34 - $51.12 $42,842 - $46,263
905 Added 11.79%
8,582 $426,000
Q4 2022

Feb 14, 2023
SELL
$39.94 - $48.25 $9,625 - $11,628
-241 Reduced 3.04%
7,677 $361,000
Q3 2022

Nov 22, 2022
BUY
$39.86 - $47.65 $24,035 - $28,732
603 Added 8.24%
7,918 $318,000
Q2 2022

Aug 15, 2022
BUY
$45.44 - $53.31 $150,451 - $176,509
3,311 Added 82.69%
7,315 $332,000
Q1 2022

May 16, 2022
BUY
$48.63 - $55.69 $194,714 - $222,982
4,004 New
4,004 $211,000
Q2 2018

Aug 13, 2018
SELL
N/A
-375 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
375
375 $20,000

Others Institutions Holding DWM

# of Institutions
126
Shares Held
5.86M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
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