Kmg Fiduciary Partners, LLC Wisdomtree Tr Transaction History

Kmg Fiduciary Partners, LLC

  • $965 Million
  • Q1 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 11,011 shares of DWM stock, worth $594,704. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,011
Previous 10,951 0.55%
Holding current value
$594,704
Previous $575,000 4.87%
% of portfolio
0.06%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
BUY
$50.94 - $55.08 $3,056 - $3,304
60 Added 0.55%
11,011 $603,000
Q4 2023

Jan 10, 2024
BUY
$46.5 - $52.58 $3,394 - $3,838
73 Added 0.67%
10,951 $575,000
Q3 2023

Oct 25, 2023
BUY
$48.13 - $51.79 $3,272 - $3,521
68 Added 0.63%
10,878 $525,000
Q2 2023

Jul 14, 2023
BUY
$48.54 - $51.63 $9,659 - $10,274
199 Added 1.88%
10,810 $540,000
Q1 2023

Apr 13, 2023
BUY
$47.34 - $51.12 $5,396 - $5,827
114 Added 1.09%
10,611 $527,000
Q4 2022

Jan 12, 2023
BUY
$42.44 - $48.25 $2,716 - $3,088
64 Added 0.61%
10,497 $0
Q3 2022

Oct 27, 2022
BUY
N/A
85 Added 0.82%
10,433 $419,000
Q2 2022

Jul 13, 2022
BUY
N/A
217 Added 2.14%
10,348 $470,000
Q1 2022

Apr 19, 2022
BUY
N/A
169 Added 1.7%
10,131 $534,000
Q4 2021

Jan 12, 2022
BUY
N/A
212 Added 2.17%
9,962 $539,000
Q3 2021

Oct 12, 2021
BUY
N/A
390 Added 4.17%
9,750 $516,000
Q2 2021

Jul 20, 2021
BUY
N/A
394 Added 4.39%
9,360 $510,000
Q1 2021

Apr 08, 2021
BUY
N/A
198 Added 2.26%
8,966 $471,000
Q4 2020

Jan 13, 2021
BUY
N/A
52 Added 0.6%
8,768 $451,000
Q3 2020

Oct 13, 2020
BUY
N/A
66 Added 0.76%
8,716 $396,000
Q2 2020

Jul 22, 2020
BUY
N/A
176 Added 2.08%
8,650 $383,000
Q1 2020

Apr 29, 2020
BUY
N/A
8,474 New
8,474 $335,000

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
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