Jfs Wealth Advisors, LLC Wisdomtree Tr Transaction History

Jfs Wealth Advisors, LLC

  • $1.26 Billion
  • Q1 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 79,268 shares of DWM stock, worth $4.26 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
79,268
Previous 82,283 3.66%
Holding current value
$4.26 Million
Previous $4.32 Million 0.53%
% of portfolio
0.35%
Previous 0.37%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$42.44 - $48.25 $79,065 - $89,889
1,863 Added 2.76%
69,440 $3.27 Million
Q3 2022

Oct 21, 2022
BUY
N/A
904 Added 1.36%
67,577 $2.71 Million
Q2 2022

Aug 02, 2022
BUY
N/A
1,613 Added 2.48%
66,673 $3.03 Million
Q1 2022

May 02, 2022
SELL
N/A
-1,294 Reduced 1.95%
65,060 $3.43 Million
Q4 2021

Feb 03, 2022
BUY
N/A
594 Added 0.9%
66,354 $3.59 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-7,287 Reduced 9.98%
65,760 $3.48 Million
Q2 2021

Aug 04, 2021
BUY
N/A
2,354 Added 3.33%
73,047 $3.98 Million
Q1 2021

Apr 28, 2021
SELL
N/A
-18,862 Reduced 21.06%
70,693 $3.72 Million
Q4 2020

Feb 01, 2021
SELL
N/A
-2,336 Reduced 2.54%
89,555 $4.53 Million
Q3 2020

Oct 28, 2020
SELL
N/A
-5,955 Reduced 6.09%
91,891 $4.18 Million
Q2 2020

Aug 05, 2020
SELL
N/A
-8,654 Reduced 8.13%
97,846 $4.33 Million
Q1 2020

Apr 29, 2020
BUY
N/A
7,121 Added 7.17%
106,500 $4.21 Million
Q4 2019

Feb 03, 2020
SELL
N/A
-8,299 Reduced 7.71%
99,379 $5.32 Million
Q3 2019

Oct 31, 2019
BUY
N/A
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
131
Shares Held
6.48M
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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email