Jones Financial Companies Lllp Wisdomtree Tr Transaction History

Jones Financial Companies Lllp

  • $111 Billion
  • Q1 2025

A detailed history of Jones Financial Companies Lllp transactions in Wisdomtree Tr stock. As of the latest transaction made, Jones Financial Companies Lllp holds 6,594 shares of DWM stock, worth $429,071. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,594
Previous 14,960 55.92%
Holding current value
$429,071
Previous $869,000 55.93%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 28, 2025
SELL
$52.19 - $59.86 $436,621 - $500,788
-8,366 Reduced 55.92%
6,594 $383,000
Q1 2025

May 16, 2025
BUY
$52.19 - $59.86 $559,320 - $641,519
10,717 Added 252.58%
14,960 $869,000
Q4 2024

Feb 05, 2025
BUY
$52.54 - $57.11 $112,593 - $122,386
2,143 Added 102.05%
4,243 $223,000
Q3 2024

Nov 12, 2024
BUY
$52.24 - $58.1 $91,420 - $101,675
1,750 Added 500.0%
2,100 $120,000
Q2 2024

Aug 14, 2024
BUY
$52.54 - $56.44 $18,389 - $19,754
350 New
350 $18,000

Others Institutions Holding DWM

# of Institutions
136
Shares Held
5.64M
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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