Kmg Fiduciary Partners, LLC Wisdomtree Tr Transaction History

Kmg Fiduciary Partners, LLC

  • $1.18 Billion
  • Q1 2025

A detailed history of Kmg Fiduciary Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 11,378 shares of DWM stock, worth $688,369. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,378
Previous 11,330 0.42%
Holding current value
$688,369
Previous $597,000 11.22%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Apr 14, 2025
BUY
$52.19 - $59.86 $2,505 - $2,873
48 Added 0.42%
11,378 $664,000
Q4 2024

Jan 14, 2025
BUY
$52.54 - $57.11 $3,835 - $4,169
73 Added 0.65%
11,330 $597,000
Q3 2024

Oct 17, 2024
BUY
$52.24 - $58.1 $2,716 - $3,021
52 Added 0.46%
11,257 $647,000
Q2 2024

Jul 17, 2024
BUY
$52.54 - $56.44 $10,192 - $10,949
194 Added 1.76%
11,205 $601,000
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
$39.94 - $48.25 $2,556 - $3,088
64 Added 0.61%
10,497 $0
Q3 2022

Oct 27, 2022
BUY
$39.86 - $47.65 $3,388 - $4,050
85 Added 0.82%
10,433 $419,000
Q2 2022

Jul 13, 2022
BUY
$45.44 - $53.31 $9,860 - $11,568
217 Added 2.14%
10,348 $470,000
Q1 2022

Apr 19, 2022
BUY
$48.63 - $55.69 $8,218 - $9,411
169 Added 1.7%
10,131 $534,000
Q4 2021

Jan 12, 2022
BUY
$51.6 - $54.8 $10,939 - $11,617
212 Added 2.17%
9,962 $539,000
Q3 2021

Oct 12, 2021
BUY
$52.87 - $56.39 $20,619 - $21,992
390 Added 4.17%
9,750 $516,000
Q2 2021

Jul 20, 2021
BUY
$53.08 - $56.66 $20,913 - $22,324
394 Added 4.39%
9,360 $510,000
Q1 2021

Apr 08, 2021
BUY
$50.35 - $53.3 $9,969 - $10,553
198 Added 2.26%
8,966 $471,000
Q4 2020

Jan 13, 2021
BUY
$43.68 - $50.9 $2,271 - $2,646
52 Added 0.6%
8,768 $451,000
Q3 2020

Oct 13, 2020
BUY
$44.37 - $47.42 $2,928 - $3,129
66 Added 0.76%
8,716 $396,000
Q2 2020

Jul 22, 2020
BUY
$37.7 - $47.21 $6,635 - $8,308
176 Added 2.08%
8,650 $383,000
Q1 2020

Apr 29, 2020
BUY
$34.55 - $53.86 $292,776 - $456,409
8,474 New
8,474 $335,000

Others Institutions Holding DWM

# of Institutions
131
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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