Kingsview Wealth Management, LLC Wisdomtree Tr Transaction History

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 9,228 shares of DWM stock, worth $600,465. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,228
Previous 9,245 0.18%
Holding current value
$600,465
Previous $537,000 9.12%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$52.06 - $63.91 $885 - $1,086
-17 Reduced 0.18%
9,228 $586,000
Q3 2023

Nov 07, 2023
BUY
$48.13 - $51.79 $48 - $51
1 Added 0.01%
9,245 $446,000
Q1 2022

Feb 08, 2024
SELL
$48.63 - $55.69 $48 - $55
-1 Reduced 0.01%
9,244 $0
Q3 2021

Dec 03, 2021
SELL
$52.87 - $56.39 $2,590 - $2,763
-49 Reduced 0.53%
9,244 $489,000
Q1 2021

May 24, 2021
SELL
$50.35 - $53.3 $151 - $159
-3 Reduced 0.03%
9,293 $493,000
Q2 2020

Aug 14, 2020
BUY
$37.7 - $47.21 $1,545 - $1,935
41 Added 0.44%
9,296 $412,000
Q1 2020

May 11, 2020
BUY
$34.55 - $53.86 $319,760 - $498,474
9,255 New
9,255 $365,000

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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