Kmg Fiduciary Partners, LLC Wisdomtree Tr Transaction History

Kmg Fiduciary Partners, LLC

$1.17 Billion
Q4 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 11,330 shares of DWM stock, worth $678,213. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,330

Previous 11,257 0.65%

Holding current value

$678,213

Previous $647,000 7.73%

% of portfolio

0.05%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

126

Shares Held

6.18M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

Track This Portfolio

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.

Account

Kmg Fiduciary Partners, LLC Wisdomtree Tr Transaction History