Mc Namara Financial Services, Inc. Wisdomtree Tr Transaction History

Mc Namara Financial Services, Inc.

$498 Million
Q2 2025

A detailed history of Mc Namara Financial Services, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 4,843 shares of DWM stock, worth $315,134. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,843

Previous 4,911 1.38%

Holding current value

$315,134

Previous $286,000 7.34%

% of portfolio

0.06%

Previous 0.06%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$52.06 - $63.91 $3,540 - $4,345	-68 Reduced 1.38%	4,843 $307,000
Q1 2025 Apr 11, 2025	BUY	$52.19 - $59.86 $256,305 - $293,972	4,911 New	4,911 $286,000
Q3 2024 Oct 10, 2024	SELL	$52.24 - $58.1 $365 - $406	-7 Reduced 0.13%	5,179 $298,000
Q2 2024 Aug 01, 2024	BUY	$52.54 - $56.44 $9,247 - $9,933	176 Added 3.51%	5,186 $278,000
Q1 2024 Apr 15, 2024	SELL	$50.94 - $55.08 $254 - $275	-5 Reduced 0.1%	5,010 $274,000
Q4 2023 Jan 29, 2024	BUY	$46.5 - $52.58 $139 - $157	3 Added 0.06%	5,015 $263,000
Q3 2023 Oct 10, 2023	SELL	$48.13 - $51.79 $7,989 - $8,597	-166 Reduced 3.21%	5,012 $242,000
Q2 2023 Jul 20, 2023	BUY	$48.54 - $51.63 $39,657 - $42,181	817 Added 18.73%	5,178 $259,000
Q1 2023 Apr 10, 2023	SELL	$47.34 - $51.12 $22,533 - $24,333	-476 Reduced 9.84%	4,361 $216,000
Q4 2022 Jan 19, 2023	BUY	$39.94 - $48.25 $193,189 - $233,385	4,837 New	4,837 $0
Q2 2022 Jul 13, 2022	BUY	$45.44 - $53.31 $1,454 - $1,705	32 Added 0.66%	4,867 $221,000
Q1 2022 May 02, 2022	SELL	$48.63 - $55.69 $33,651 - $38,537	-692 Reduced 12.52%	4,835 $255,000
Q4 2021 Jan 24, 2022	SELL	$51.6 - $54.8 $103 - $109	-2 Reduced 0.04%	5,527 $299,000
Q3 2021 Oct 22, 2021	SELL	$52.87 - $56.39 $2,379 - $2,537	-45 Reduced 0.81%	5,529 $292,000
Q2 2021 Aug 04, 2021	SELL	$53.08 - $56.66 $6,316 - $6,742	-119 Reduced 2.09%	5,574 $304,000
Q1 2021 May 05, 2021	SELL	$50.35 - $53.3 $5,286 - $5,596	-105 Reduced 1.81%	5,693 $288,000
Q3 2020 Oct 13, 2020	BUY	$44.37 - $47.42 $1,552 - $1,659	35 Added 0.61%	5,798 $264,000
Q2 2020 Aug 10, 2020	BUY	$37.7 - $47.21 $217,265 - $272,071	5,763 New	5,763 $255,000
Q1 2020 Apr 17, 2020	SELL	$34.55 - $53.86 $152,434 - $237,630	-4,412 Closed	0 $0
Q4 2019 Jan 22, 2020	BUY	$48.34 - $53.77 $21,801 - $24,250	451 Added 11.39%	4,412 $236,000
Q2 2019 Jul 12, 2019	BUY	N/A	3,961 New	3,961 $201,000
Q1 2019 Apr 09, 2019	SELL	N/A	-4,058 Closed	0 $0
Q3 2018 Oct 10, 2018	SELL	N/A	-8 Reduced 0.2%	4,058 $216,000
Q2 2018 Jul 13, 2018	BUY	N/A	64 Added 1.6%	4,066 $214,000
Q1 2018 Apr 09, 2018	BUY	N/A	176 Added 4.6%	4,002 $220,000
Q3 2017 Oct 12, 2017	BUY	N/A	3,826	3,826 $208,000

Others Institutions Holding DWM

# of Institutions

135

Shares Held

5.64M

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 Mc Namara Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Namara Financial Services, Inc. with notifications on news.

Account

Mc Namara Financial Services, Inc. Wisdomtree Tr Transaction History