Merit Financial Group, LLC Wisdomtree Tr Transaction History

Merit Financial Group, LLC

$6.49 Billion
Q1 2025

A detailed history of Merit Financial Group, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Merit Financial Group, LLC holds 33,941 shares of DWM stock, worth $2.05 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

33,941

Previous 27,792 22.13%

Holding current value

$2.05 Million

Previous $1.46 Million 35.31%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$52.19 - $59.86 $320,916 - $368,079	6,149 Added 22.13%	33,941 $1.98 Million
Q4 2024 Jan 15, 2025	BUY	$52.54 - $57.11 $10,140 - $11,022	193 Added 0.7%	27,792 $1.46 Million
Q3 2024 Oct 17, 2024	BUY	$52.24 - $58.1 $7,313 - $8,134	140 Added 0.51%	27,599 $1.59 Million
Q2 2024 Aug 13, 2024	BUY	$52.54 - $56.44 $26,900 - $28,897	512 Added 1.9%	27,459 $1.48 Million
Q1 2024 May 06, 2024	BUY	$50.94 - $55.08 $11,665 - $12,613	229 Added 0.86%	26,947 $1.48 Million
Q4 2023 Feb 06, 2024	SELL	$46.5 - $52.58 $52,824 - $59,730	-1,136 Reduced 4.08%	26,718 $1.4 Million
Q3 2023 Nov 07, 2023	BUY	$48.13 - $51.79 $53,328 - $57,383	1,108 Added 4.14%	27,854 $1.35 Million
Q2 2023 Aug 01, 2023	BUY	$48.54 - $51.63 $57,228 - $60,871	1,179 Added 4.61%	26,746 $1.34 Million
Q1 2023 Apr 24, 2023	BUY	$47.34 - $51.12 $11,124 - $12,013	235 Added 0.93%	25,567 $1.27 Million
Q4 2022 Jan 13, 2023	SELL	$39.94 - $48.25 $34,308 - $41,446	-859 Reduced 3.28%	25,332 $0
Q3 2022 Oct 31, 2022	BUY	$39.86 - $47.65 $1.04 Million - $1.25 Million	26,191 New	26,191 $1.05 Million

Others Institutions Holding DWM

# of Institutions

129

Shares Held

6.06M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
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Merit Financial Group, LLC Wisdomtree Tr Transaction History