Janney Montgomery Scott LLC Wisdomtree Tr Transaction History

Janney Montgomery Scott LLC

$38.3 Billion
Q2 2025

A detailed history of Janney Montgomery Scott LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Janney Montgomery Scott LLC holds 30,354 shares of DWM stock, worth $1.98 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

30,354

Previous 30,099 0.85%

Holding current value

$1.98 Million

Previous $1.75 Million 10.23%

% of portfolio

0.01%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$52.06 - $63.91 $13,275 - $16,297	255 Added 0.85%	30,354 $1.93 Million
Q1 2025 Apr 17, 2025	SELL	$52.19 - $59.86 $7,097 - $8,140	-136 Reduced 0.45%	30,099 $1.75 Million
Q4 2024 Jan 17, 2025	BUY	$52.54 - $57.11 $7,145 - $7,766	136 Added 0.45%	30,235 $1.59 Million
Q3 2024 Oct 29, 2024	SELL	$52.24 - $58.1 $1,880 - $2,091	-36 Reduced 0.12%	30,099 $1.73 Million
Q2 2024 Jul 25, 2024	SELL	$52.54 - $56.44 $1,996 - $2,144	-38 Reduced 0.13%	30,135 $1.62 Million
Q2 2023 Jul 26, 2023	BUY	$48.54 - $51.63 $48 - $51	1 Added 0.0%	30,173 $1.51 Million
Q1 2023 Apr 28, 2023	SELL	$47.34 - $51.12 $9,468 - $10,224	-200 Reduced 0.66%	30,172 $1.5 Million
Q4 2022 Feb 01, 2023	SELL	$39.94 - $48.25 $54,438 - $65,764	-1,363 Reduced 4.29%	30,372 $1.43 Million
Q2 2022 Aug 03, 2022	SELL	$45.44 - $53.31 $45,440 - $53,310	-1,000 Reduced 3.05%	31,735 $1.46 Million
Q1 2022 May 04, 2022	BUY	$48.63 - $55.69 $48,630 - $55,690	1,000 Added 3.15%	32,735 $1.73 Million
Q4 2021 Jan 27, 2022	SELL	$51.6 - $54.8 $18,834 - $20,002	-365 Reduced 1.14%	31,735 $1.72 Million
Q3 2021 Oct 29, 2021	BUY	$52.87 - $56.39 $19,033 - $20,300	360 Added 1.13%	32,100 $1.7 Million
Q3 2020 Nov 06, 2020	SELL	$44.37 - $47.42 $1.02 Million - $1.09 Million	-23,034 Reduced 42.05%	31,740 $1.44 Million
Q2 2020 Jul 23, 2020	BUY	$37.7 - $47.21 $878,070 - $1.1 Million	23,291 Added 73.98%	54,774 $2.43 Million
Q1 2020 Apr 30, 2020	SELL	$34.55 - $53.86 $258,503 - $402,980	-7,482 Reduced 19.2%	31,483 $1.24 Million
Q4 2019 Jan 21, 2020	SELL	$48.34 - $53.77 $10,296 - $11,453	-213 Reduced 0.54%	38,965 $2.08 Million
Q3 2019 Oct 29, 2019	SELL	$49.49 - $50.65 $49,044 - $50,194	-991 Reduced 2.47%	39,178 $1.95 Million
Q2 2019 Jul 29, 2019	SELL	N/A	-6,230 Reduced 13.43%	40,169 $2.05 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-717 Reduced 1.52%	46,399 $2.35 Million
Q4 2018 Feb 01, 2019	SELL	N/A	-1,459 Reduced 3.0%	47,116 $2.2 Million
Q3 2018 Nov 05, 2018	SELL	N/A	-169 Reduced 0.35%	48,575 $2.58 Million
Q2 2018 Jul 24, 2018	BUY	N/A	3,024 Added 6.61%	48,744 $2.57 Million
Q1 2018 Apr 19, 2018	SELL	N/A	-26,756 Reduced 36.92%	45,720 $2.51 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-19,264 Reduced 21.0%	72,476 $4.04 Million
Q3 2017 Nov 15, 2017	BUY	N/A	91,740	91,740 $5 Million

Others Institutions Holding DWM

# of Institutions

136

Shares Held

5.58M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Janney Montgomery Scott LLC Wisdomtree Tr Transaction History