Kmg Fiduciary Partners, LLC Wisdomtree Tr Transaction History

Kmg Fiduciary Partners, LLC

$1.32 Billion
Q2 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 12,567 shares of DWM stock, worth $817,734. This represents 0.06% of its overall portfolio holdings.

Number of Shares

12,567

Previous 11,378 10.45%

Holding current value

$817,734

Previous $664,000 20.18%

% of portfolio

0.06%

Previous 0.06%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$52.06 - $63.91 $61,899 - $75,988	1,189 Added 10.45%	12,567 $798,000
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

136

Shares Held

5.64M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
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Kmg Fiduciary Partners, LLC Wisdomtree Tr Transaction History