A detailed history of Key F Inancial Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, Key F Inancial Inc holds 43,519 shares of DWM stock, worth $2.34 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
43,519
Previous 39,484 10.22%
Holding current value
$2.34 Million
Previous $2.12 Million 18.06%
% of portfolio
0.56%
Previous 0.51%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$52.24 - $58.1 $210,788 - $234,433
4,035 Added 10.22%
43,519 $2.5 Million
Q2 2024

Jul 29, 2024

BUY
$52.54 - $56.44 $140,334 - $150,751
2,671 Added 7.26%
39,484 $2.12 Million
Q1 2024

May 13, 2024

BUY
$50.94 - $55.08 $72,895 - $78,819
1,431 Added 4.04%
36,813 $2.02 Million
Q4 2023

Jan 31, 2024

BUY
$46.5 - $52.58 $3,720 - $4,206
80 Added 0.23%
35,382 $1.86 Million
Q3 2023

Nov 01, 2023

BUY
$48.13 - $51.79 $67,141 - $72,247
1,395 Added 4.11%
35,302 $1.71 Million
Q2 2023

Jul 28, 2023

BUY
$48.54 - $51.63 $16,163 - $17,192
333 Added 0.99%
33,907 $1.7 Million
Q1 2023

May 02, 2023

BUY
$47.34 - $51.12 $125,024 - $135,007
2,641 Added 8.54%
33,574 $1.67 Million
Q3 2022

Oct 28, 2022

SELL
$39.86 - $47.65 $18,216 - $21,776
-457 Reduced 1.46%
30,933 $1.24 Million
Q2 2022

Jul 26, 2022

SELL
$45.44 - $53.31 $13,813 - $16,206
-304 Reduced 0.96%
31,390 $1.43 Million
Q1 2022

Apr 27, 2022

SELL
$48.63 - $55.69 $380,383 - $435,607
-7,822 Reduced 19.79%
31,694 $1.67 Million
Q4 2021

Jan 19, 2022

BUY
$51.6 - $54.8 $129,051 - $137,054
2,501 Added 6.76%
39,516 $2.14 Million
Q3 2021

Nov 01, 2021

BUY
$52.87 - $56.39 $72,379 - $77,197
1,369 Added 3.84%
37,015 $1.96 Million
Q2 2021

Aug 02, 2021

BUY
$53.08 - $56.66 $1.36 Million - $1.45 Million
25,574 Added 253.91%
35,646 $1.97 Million
Q1 2021

Apr 30, 2021

BUY
$50.35 - $53.3 $293,188 - $310,365
5,823 Added 137.04%
10,072 $530,000
Q4 2020

Jan 29, 2021

BUY
$43.68 - $50.9 $185,596 - $216,274
4,249 New
4,249 $215,000
Q2 2020

Aug 07, 2020

SELL
$37.7 - $47.21 $110,687 - $138,608
-2,936 Closed
0 $0
Q1 2020

May 05, 2020

BUY
$34.55 - $53.86 $101,438 - $158,132
2,936 New
2,936 $116,000

Others Institutions Holding DWM

About WISDOMTREE TR


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