Moller Financial Services Wisdomtree Tr Transaction History

Moller Financial Services

$452 Million
Q2 2025

A detailed history of Moller Financial Services transactions in Wisdomtree Tr stock. As of the latest transaction made, Moller Financial Services holds 106,914 shares of DWM stock, worth $6.82 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

106,914

Previous 112,739 5.17%

Holding current value

$6.82 Million

Previous $6.58 Million 3.24%

% of portfolio

1.5%

Previous 1.63%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$52.06 - $63.91 $303,249 - $372,275	-5,825 Reduced 5.17%	106,914 $6.8 Million
Q1 2025 Apr 09, 2025	SELL	$52.19 - $59.86 $226,504 - $259,792	-4,340 Reduced 3.71%	112,739 $6.58 Million
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

5.61M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Moller Financial Services Wisdomtree Tr Transaction History