Oarsman Capital, Inc. Wisdomtree Tr Transaction History

Oarsman Capital, Inc.

$562 Million
Q4 2024

A detailed history of Oarsman Capital, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Oarsman Capital, Inc. holds 16,090 shares of DWM stock, worth $911,015. This represents 0.15% of its overall portfolio holdings.

Number of Shares

16,090

Previous 17,007 5.39%

Holding current value

$911,015

Previous $978,000 13.39%

% of portfolio

0.15%

Previous 0.18%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$52.54 - $57.11 $48,179 - $52,369	-917 Reduced 5.39%	16,090 $847,000
Q3 2024 Nov 08, 2024	SELL	$52.24 - $58.1 $96,173 - $106,962	-1,841 Reduced 9.77%	17,007 $978,000
Q2 2024 Aug 12, 2024	SELL	$52.54 - $56.44 $53,958 - $57,963	-1,027 Reduced 5.17%	18,848 $1.01 Million
Q1 2024 May 15, 2024	BUY	$50.94 - $55.08 $33,314 - $36,022	654 Added 3.4%	19,875 $1.09 Million
Q4 2023 Feb 16, 2024	SELL	$46.5 - $52.58 $45,570 - $51,528	-980 Reduced 4.85%	19,221 $1.01 Million
Q3 2023 Oct 27, 2023	SELL	$48.13 - $51.79 $2,406 - $2,589	-50 Reduced 0.25%	20,201 $976,000
Q2 2023 Aug 10, 2023	SELL	$48.54 - $51.63 $51,452 - $54,727	-1,060 Reduced 4.97%	20,251 $1.01 Million
Q1 2023 May 11, 2023	SELL	$47.34 - $51.12 $15,622 - $16,869	-330 Reduced 1.52%	21,311 $1.06 Million
Q4 2022 Feb 09, 2023	SELL	$39.94 - $48.25 $52,720 - $63,690	-1,320 Reduced 5.75%	21,641 $1.02 Million
Q3 2022 Nov 10, 2022	BUY	$39.86 - $47.65 $915,225 - $1.09 Million	22,961 New	22,961 $922,000
Q2 2022 Aug 10, 2022	SELL	$45.44 - $53.31 $2,499 - $2,932	-55 Reduced 0.22%	24,501 $1.11 Million
Q1 2022 May 11, 2022	BUY	$48.63 - $55.69 $82,914 - $94,951	1,705 Added 7.46%	24,556 $1.3 Million
Q4 2021 Feb 10, 2022	SELL	$51.6 - $54.8 $11,197 - $11,891	-217 Reduced 0.94%	22,851 $1.24 Million
Q3 2021 Nov 12, 2021	BUY	$52.87 - $56.39 $28,285 - $30,168	535 Added 2.37%	23,068 $1.22 Million
Q2 2021 Aug 12, 2021	BUY	$53.08 - $56.66 $7,962 - $8,499	150 Added 0.67%	22,533 $1.23 Million
Q1 2021 May 12, 2021	SELL	$50.35 - $53.3 $35,245 - $37,310	-700 Reduced 3.03%	22,383 $1.18 Million
Q4 2020 Feb 11, 2021	SELL	$43.68 - $50.9 $8,736 - $10,180	-200 Reduced 0.86%	23,083 $1.17 Million
Q3 2020 Nov 12, 2020	BUY	$44.37 - $47.42 $27,819 - $29,732	627 Added 2.77%	23,283 $1.06 Million
Q2 2020 Aug 13, 2020	BUY	$37.7 - $47.21 $854,131 - $1.07 Million	22,656 New	22,656 $1 Million
Q1 2020 May 13, 2020	SELL	$34.55 - $53.86 $802,009 - $1.25 Million	-23,213 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$48.34 - $53.77 $6,284 - $6,990	-130 Reduced 0.56%	23,213 $1.24 Million
Q3 2019 Nov 12, 2019	BUY	$49.49 - $50.65 $17,321 - $17,727	350 Added 1.52%	23,343 $1.16 Million
Q2 2019 Aug 13, 2019	BUY	N/A	505 Added 2.25%	22,993 $1.17 Million
Q1 2019 May 14, 2019	BUY	N/A	741 Added 3.41%	22,488 $1.14 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-823 Reduced 3.65%	21,747 $1.01 Million
Q3 2018 Nov 07, 2018	SELL	N/A	-865 Reduced 3.69%	22,570 $1.2 Million
Q2 2018 Aug 10, 2018	BUY	N/A	872 Added 3.86%	23,435 $1.24 Million
Q1 2018 May 14, 2018	BUY	N/A	1,788 Added 8.61%	22,563 $1.24 Million
Q4 2017 Feb 08, 2018	SELL	N/A	-3,876 Reduced 15.72%	20,775 $1.16 Million
Q3 2017 Nov 13, 2017	BUY	N/A	24,651	24,651 $1.34 Million

Others Institutions Holding DWM

# of Institutions

126

Shares Held

6.12M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Oarsman Capital, Inc. Wisdomtree Tr Transaction History