A detailed history of Parsec Financial Management, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Parsec Financial Management, Inc. holds 6,861 shares of DWM stock, worth $378,521. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,861
Previous 6,861 -0.0%
Holding current value
$378,521
Previous $322,000 5.9%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 06, 2023

SELL
$39.94 - $48.25 $313,369 - $378,569
-7,846 Reduced 53.35%
6,861 $322,000
Q3 2022

Nov 07, 2022

SELL
$39.86 - $47.65 $242,269 - $289,616
-6,078 Reduced 29.24%
14,707 $590,000
Q2 2022

Jul 06, 2022

SELL
$45.44 - $53.31 $550,505 - $645,850
-12,115 Reduced 36.82%
20,785 $944,000
Q1 2022

May 09, 2022

SELL
$48.63 - $55.69 $705,767 - $808,228
-14,513 Reduced 30.61%
32,900 $1.74 Million
Q4 2021

Feb 08, 2022

SELL
$51.6 - $54.8 $45,614 - $48,443
-884 Reduced 1.83%
47,413 $2.56 Million
Q3 2021

Nov 10, 2021

SELL
$52.87 - $56.39 $765,557 - $816,527
-14,480 Reduced 23.07%
48,297 $2.64 Million
Q2 2021

Jul 26, 2021

SELL
$53.08 - $56.66 $1.03 Million - $1.1 Million
-19,368 Reduced 23.58%
62,777 $3.42 Million
Q1 2021

Apr 23, 2021

SELL
$50.35 - $53.3 $860,380 - $910,790
-17,088 Reduced 17.22%
82,145 $4.32 Million
Q4 2020

Feb 03, 2021

SELL
$43.68 - $50.9 $1.25 Million - $1.45 Million
-28,566 Reduced 22.35%
99,233 $5.02 Million
Q3 2020

Nov 06, 2020

SELL
$44.37 - $47.42 $1.76 Million - $1.88 Million
-39,574 Reduced 23.64%
127,799 $5.81 Million
Q2 2020

Aug 04, 2020

SELL
$37.7 - $47.21 $11.6 Million - $14.5 Million
-307,064 Reduced 64.72%
167,373 $7.41 Million
Q1 2020

May 08, 2020

SELL
$34.55 - $53.86 $10.1 Million - $15.7 Million
-291,230 Reduced 38.04%
474,437 $18.7 Million
Q4 2019

Jan 29, 2020

SELL
$48.34 - $53.77 $9.07 Million - $10.1 Million
-187,576 Reduced 19.68%
765,667 $40.9 Million
Q3 2019

Oct 23, 2019

SELL
$49.49 - $50.65 $3.37 Million - $3.45 Million
-68,195 Reduced 6.68%
953,243 $47.4 Million
Q2 2019

Jul 23, 2019

SELL
N/A
-6,095 Reduced 0.59%
1,021,438 $0
Q1 2019

Apr 25, 2019

BUY
N/A
30,205 Added 3.03%
1,027,533 $52 Million
Q4 2018

Jan 29, 2019

SELL
N/A
-19,026 Reduced 1.87%
997,328 $46.5 Million
Q3 2018

Oct 30, 2018

BUY
N/A
74,837 Added 7.95%
1,016,354 $54 Million
Q2 2018

Jul 26, 2018

BUY
N/A
53,963 Added 6.08%
941,517 $49.7 Million
Q1 2018

Apr 25, 2018

BUY
N/A
56,808 Added 6.84%
887,554 $48.7 Million
Q4 2017

Jan 26, 2018

BUY
N/A
53,026 Added 6.82%
830,746 $46.3 Million
Q3 2017

Oct 25, 2017

BUY
N/A
777,720
777,720 $42.4 Million

Others Institutions Holding DWM

About WISDOMTREE TR


  • Ticker DWM
  • Sector ETFs
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