Merit Financial Group, LLC Wisdomtree Tr Transaction History

Merit Financial Group, LLC

  • $8.37 Billion
  • Q2 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 46,918 shares of DWM stock, worth $3.05 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
46,918
Previous 33,941 38.23%
Holding current value
$3.05 Million
Previous $1.98 Million 50.53%
% of portfolio
0.04%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$52.06 - $63.91 $675,582 - $829,360
12,977 Added 38.23%
46,918 $2.98 Million
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
136
Shares Held
5.64M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
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