O'Shaughnessy Asset Management, LLC Wisdomtree Tr Transaction History

O'Shaughnessy Asset Management, LLC

  • $12.1 Billion
  • Q1 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 $53,273. This represents 0.0% of its overall portfolio holdings.

Number of Shares
822
Previous 925 11.14%
Holding current value
$53,273
Previous $48,000 2.08%
% 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
134
Shares Held
5.61M
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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