Litman Gregory Wealth Management LLC Wisdomtree Tr Transaction History

Litman Gregory Wealth Management LLC

$1.19 Billion
Q3 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 7,000 shares of DWM stock, worth $371,490. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,000

Previous 7,000 -0.0%

Holding current value

$371,490

Previous $376,000 6.91%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$48.54 - $51.63 $339,780 - $361,410	7,000 New	7,000 $350,000
Q2 2022 Jul 21, 2022	BUY	$45.44 - $53.31 $318,080 - $373,170	7,000 New	7,000 $318,000
Q1 2022 May 04, 2022	SELL	$48.63 - $55.69 $340,410 - $389,830	-7,000 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$52.87 - $56.39 $349,893 - $373,189	6,618 Added 1732.46%	7,000 $370,000
Q2 2021 Jul 27, 2021	SELL	$53.08 - $56.66 $351,283 - $374,975	-6,618 Reduced 94.54%	382 $382,000
Q2 2020 Jul 31, 2020	SELL	$37.7 - $47.21 $162,110 - $203,003	-4,300 Reduced 38.05%	7,000 $310,000
Q4 2018 Feb 01, 2019	SELL	N/A	-4,000 Reduced 26.14%	11,300 $527,000
Q1 2018 May 07, 2018	BUY	N/A	15,300 New	15,300 $839,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

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 Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Account

Litman Gregory Wealth Management LLC Wisdomtree Tr Transaction History