Moller Financial Services Wisdomtree Tr Transaction History

Moller Financial Services

$400 Million
Q3 2024

A detailed history of Moller Financial Services transactions in Wisdomtree Tr stock. As of the latest transaction made, Moller Financial Services holds 117,079 shares of DWM stock, worth $6.6 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

117,079

Previous 120,438 2.79%

Holding current value

$6.6 Million

Previous $6.47 Million 4.17%

% of portfolio

1.69%

Previous 1.73%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$52.24 - $58.1 $175,474 - $195,157	-3,359 Reduced 2.79%	117,079 $6.74 Million
Q2 2024 Jul 01, 2024	SELL	$52.54 - $56.44 $40,876 - $43,910	-778 Reduced 0.64%	120,438 $6.47 Million
Q4 2023 Jan 10, 2024	SELL	$46.5 - $52.58 $6,417 - $7,256	-138 Reduced 0.11%	121,216 $6.37 Million
Q2 2023 Jul 17, 2023	SELL	$48.54 - $51.63 $313,762 - $333,736	-6,464 Reduced 5.06%	121,354 $6.07 Million
Q1 2023 Apr 17, 2023	SELL	$47.34 - $51.12 $54,488 - $58,839	-1,151 Reduced 0.89%	127,818 $6.36 Million
Q4 2022 Jan 18, 2023	SELL	$39.94 - $48.25 $872,089 - $1.05 Million	-21,835 Reduced 14.48%	128,969 $0
Q3 2022 Oct 20, 2022	SELL	$39.86 - $47.65 $228,158 - $272,748	-5,724 Reduced 3.66%	150,804 $6.06 Million
Q2 2022 Jul 21, 2022	SELL	$45.44 - $53.31 $12,541 - $14,713	-276 Reduced 0.18%	156,528 $7.11 Million
Q1 2022 Apr 14, 2022	BUY	$48.63 - $55.69 $836,922 - $958,424	17,210 Added 12.33%	156,804 $8.27 Million
Q4 2021 Jan 20, 2022	SELL	$51.6 - $54.8 $998,150 - $1.06 Million	-19,344 Reduced 12.17%	139,594 $7.55 Million
Q3 2021 Oct 20, 2021	SELL	$52.87 - $56.39 $6,238 - $6,654	-118 Reduced 0.07%	158,938 $8.4 Million
Q2 2021 Jul 22, 2021	SELL	$53.08 - $56.66 $152,339 - $162,614	-2,870 Reduced 1.77%	159,056 $8.67 Million
Q1 2021 Apr 19, 2021	BUY	$50.35 - $53.3 $873,673 - $924,861	17,352 Added 12.0%	161,926 $8.52 Million
Q4 2020 Jan 11, 2021	SELL	$43.68 - $50.9 $764,880 - $891,309	-17,511 Reduced 10.8%	144,574 $7.32 Million
Q3 2020 Oct 19, 2020	SELL	$44.37 - $47.42 $1.05 Million - $1.12 Million	-23,573 Reduced 12.7%	162,085 $7.37 Million
Q2 2020 Jul 20, 2020	BUY	$37.7 - $47.21 $3.79 Million - $4.74 Million	100,420 Added 117.81%	185,658 $8.22 Million
Q1 2020 Apr 20, 2020	SELL	$34.55 - $53.86 $268,557 - $418,653	-7,773 Reduced 8.36%	85,238 $3.37 Million
Q4 2019 Jan 13, 2020	SELL	$48.34 - $53.77 $69,029 - $76,783	-1,428 Reduced 1.51%	93,011 $4.97 Million
Q3 2019 Oct 18, 2019	BUY	$49.49 - $50.65 $14,847 - $15,195	300 Added 0.32%	94,439 $4.7 Million
Q2 2019 Jul 19, 2019	SELL	N/A	-100 Reduced 0.11%	94,139 $4.8 Million
Q1 2019 Apr 16, 2019	SELL	N/A	-1,298 Reduced 1.36%	94,239 $4.77 Million
Q4 2018 Jan 16, 2019	BUY	N/A	15,037 Added 18.68%	95,537 $4.6 Million
Q3 2018 Oct 17, 2018	SELL	N/A	-53 Reduced 0.07%	80,500 $4.28 Million
Q2 2018 Aug 02, 2018	SELL	N/A	-53 Reduced 0.07%	80,553 $4.25 Million
Q1 2018 Apr 25, 2018	SELL	N/A	-288 Reduced 0.36%	80,606 $4.42 Million
Q4 2017 Jan 19, 2018	SELL	N/A	-50 Reduced 0.06%	80,894 $4.51 Million
Q3 2017 Oct 26, 2017	BUY	N/A	80,944	80,944 $0

Others Institutions Holding DWM

# of Institutions

132

Shares Held

6.61M

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 Moller Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on Moller Financial Services with notifications on news.

Account

Moller Financial Services Wisdomtree Tr Transaction History