Mc Namara Financial Services, Inc. Wisdomtree Tr Transaction History

Mc Namara Financial Services, Inc.

  • $466 Million
  • Q1 2024

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 5,010 shares of DWM stock, worth $276,151. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,010
Previous 5,015 0.1%
Holding current value
$276,151
Previous $263,000 4.18%
% of portfolio
0.06%
Previous 0.06%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$42.44 - $48.25 $205,282 - $233,385
4,837 New
4,837 $0
Q2 2022

Jul 13, 2022
BUY
N/A
32 Added 0.66%
4,867 $221,000
Q1 2022

May 02, 2022
SELL
N/A
-692 Reduced 12.52%
4,835 $255,000
Q4 2021

Jan 24, 2022
SELL
N/A
-2 Reduced 0.04%
5,527 $299,000
Q3 2021

Oct 22, 2021
SELL
N/A
-45 Reduced 0.81%
5,529 $292,000
Q2 2021

Aug 04, 2021
SELL
N/A
-119 Reduced 2.09%
5,574 $304,000
Q1 2021

May 05, 2021
SELL
N/A
-105 Reduced 1.81%
5,693 $288,000
Q3 2020

Oct 13, 2020
BUY
N/A
35 Added 0.61%
5,798 $264,000
Q2 2020

Aug 10, 2020
BUY
N/A
5,763 New
5,763 $255,000
Q1 2020

Apr 17, 2020
SELL
N/A
-4,412 Closed
0 $0
Q4 2019

Jan 22, 2020
BUY
N/A
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
133
Shares Held
6.48M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
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