Jfs Wealth Advisors, LLC Wisdomtree Tr Transaction History

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 74,136 shares of DWM stock, worth $4.9 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

74,136

Previous 75,391 1.66%

Holding current value

$4.9 Million

Previous $4.38 Million 7.51%

% of portfolio

0.3%

Previous 0.3%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$52.06 - $63.91 $65,335 - $80,207	-1,255 Reduced 1.66%	74,136 $4.71 Million
Q1 2025 Apr 22, 2025	SELL	$52.19 - $59.86 $131,101 - $150,368	-2,512 Reduced 3.22%	75,391 $4.38 Million
Q4 2024 Jan 30, 2025	SELL	$52.54 - $57.11 $66,042 - $71,787	-1,257 Reduced 1.59%	77,903 $4.11 Million
Q3 2024 Oct 25, 2024	SELL	$52.24 - $58.1 $4,544 - $5,054	-87 Reduced 0.11%	79,160 $4.56 Million
Q2 2024 Jul 15, 2024	SELL	$52.54 - $56.44 $1,103 - $1,185	-21 Reduced 0.03%	79,247 $4.26 Million
Q1 2024 Apr 30, 2024	SELL	$50.94 - $55.08 $153,584 - $166,066	-3,015 Reduced 3.66%	79,268 $4.34 Million
Q4 2023 Feb 07, 2024	SELL	$46.5 - $52.58 $129,456 - $146,382	-2,784 Reduced 3.27%	82,283 $4.32 Million
Q3 2023 Nov 02, 2023	BUY	$48.13 - $51.79 $925,636 - $996,025	19,232 Added 29.21%	85,067 $4.11 Million
Q2 2023 Aug 07, 2023	SELL	$48.54 - $51.63 $195,227 - $207,655	-4,022 Reduced 5.76%	65,835 $3.29 Million
Q1 2023 Apr 19, 2023	BUY	$47.34 - $51.12 $19,740 - $21,317	417 Added 0.6%	69,857 $3.47 Million
Q4 2022 Feb 13, 2023	BUY	$39.94 - $48.25 $74,408 - $89,889	1,863 Added 2.76%	69,440 $3.27 Million
Q3 2022 Oct 21, 2022	BUY	$39.86 - $47.65 $36,033 - $43,075	904 Added 1.36%	67,577 $2.71 Million
Q2 2022 Aug 02, 2022	BUY	$45.44 - $53.31 $73,294 - $85,989	1,613 Added 2.48%	66,673 $3.03 Million
Q1 2022 May 02, 2022	SELL	$48.63 - $55.69 $62,927 - $72,062	-1,294 Reduced 1.95%	65,060 $3.43 Million
Q4 2021 Feb 03, 2022	BUY	$51.6 - $54.8 $30,650 - $32,551	594 Added 0.9%	66,354 $3.59 Million
Q3 2021 Nov 09, 2021	SELL	$52.87 - $56.39 $385,263 - $410,913	-7,287 Reduced 9.98%	65,760 $3.48 Million
Q2 2021 Aug 04, 2021	BUY	$53.08 - $56.66 $124,950 - $133,377	2,354 Added 3.33%	73,047 $3.98 Million
Q1 2021 Apr 28, 2021	SELL	$50.35 - $53.3 $949,701 - $1.01 Million	-18,862 Reduced 21.06%	70,693 $3.72 Million
Q4 2020 Feb 01, 2021	SELL	$43.68 - $50.9 $102,036 - $118,902	-2,336 Reduced 2.54%	89,555 $4.53 Million
Q3 2020 Oct 28, 2020	SELL	$44.37 - $47.42 $264,223 - $282,386	-5,955 Reduced 6.09%	91,891 $4.18 Million
Q2 2020 Aug 05, 2020	SELL	$37.7 - $47.21 $326,255 - $408,555	-8,654 Reduced 8.13%	97,846 $4.33 Million
Q1 2020 Apr 29, 2020	BUY	$34.55 - $53.86 $246,030 - $383,537	7,121 Added 7.17%	106,500 $4.21 Million
Q4 2019 Feb 03, 2020	SELL	$48.34 - $53.77 $401,173 - $446,237	-8,299 Reduced 7.71%	99,379 $5.32 Million
Q3 2019 Oct 31, 2019	BUY	$49.49 - $50.65 $14,154 - $14,485	286 Added 0.27%	107,678 $5.35 Million
Q2 2019 Aug 06, 2019	BUY	N/A	1,928 Added 1.83%	107,392 $5.48 Million
Q1 2019 Apr 23, 2019	BUY	N/A	5,567 Added 5.57%	105,464 $5.34 Million
Q4 2018 Jan 28, 2019	SELL	N/A	-7,794 Reduced 7.24%	99,897 $4.66 Million
Q3 2018 Nov 09, 2018	SELL	N/A	-2,521 Reduced 2.29%	107,691 $5.72 Million
Q2 2018 Jul 26, 2018	SELL	N/A	-744 Reduced 0.67%	110,212 $5.81 Million
Q1 2018 Apr 26, 2018	BUY	N/A	94,394 Added 569.94%	110,956 $6.09 Million
Q4 2017 Jan 31, 2018	BUY	N/A	16,562	16,562 $924,000

Others Institutions Holding DWM

# of Institutions

137

Shares Held

5.57M

Call Options Held

Put Options Held

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Jfs Wealth Advisors, LLC Wisdomtree Tr Transaction History