O'Shaughnessy Asset Management, LLC Wisdomtree Tr Transaction History

O'Shaughnessy Asset Management, LLC

  • $14.2 Billion
  • Q2 2025

A detailed history of O'Shaughnessy Asset Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 822 shares of DWM stock, worth $54,736. This represents 0.0% of its overall portfolio holdings.

Number of Shares
822
Previous 822 -0.0%
Holding current value
$54,736
Previous $47,000 10.64%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$52.19 - $59.86 $5,375 - $6,165
-103 Reduced 11.14%
822 $47,000
Q4 2024

Feb 12, 2025
BUY
$52.54 - $57.11 $12,504 - $13,592
238 Added 34.64%
925 $48,000
Q3 2023

Nov 13, 2023
SELL
$48.13 - $51.79 $4,909 - $5,282
-102 Reduced 12.93%
687 $33,000
Q1 2023

May 12, 2023
BUY
$47.34 - $51.12 $23,622 - $25,508
499 Added 172.07%
789 $39,000
Q4 2022

Feb 10, 2023
SELL
$39.94 - $48.25 $3,874 - $4,680
-97 Reduced 25.06%
290 $13,000
Q3 2022

Nov 14, 2022
SELL
$39.86 - $47.65 $3,866 - $4,622
-97 Reduced 20.04%
387 $16,000
Q2 2022

Aug 11, 2022
BUY
$45.44 - $53.31 $21,992 - $25,802
484 New
484 $22,000

Others Institutions Holding DWM

# of Institutions
136
Shares Held
5.57M
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
Track This Portfolio

Track O'Shaughnessy Asset Management, LLC Portfolio

Follow O'Shaughnessy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Shaughnessy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Shaughnessy Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email