Kmg Fiduciary Partners, LLC Wisdomtree Tr Transaction History

Kmg Fiduciary Partners, LLC

  • $1.14 Billion
  • Q3 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 11,257 shares of DWM stock, worth $591,667. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,257
Previous 11,205 0.46%
Holding current value
$591,667
Previous $601,000 7.65%
% of portfolio
0.06%
Previous 0.06%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
126
Shares Held
5.86M
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
Track This Portfolio

Track Kmg Fiduciary Partners, LLC Portfolio

Follow Kmg Fiduciary Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email