Perennial Investment Advisors, LLC Wisdomtree Tr Transaction History

Perennial Investment Advisors, LLC

  • $698 Million
  • Q2 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 17,607 shares of DWM stock, worth $999,197. This represents 0.14% of its overall portfolio holdings.

Number of Shares
17,607
Previous 22,516 21.8%
Holding current value
$999,197
Previous $1.23 Million 23.36%
% of portfolio
0.14%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$52.54 - $56.44 $257,918 - $277,063
-4,909 Reduced 21.8%
17,607 $945,000
Q1 2024

May 14, 2024
SELL
$50.94 - $55.08 $60,618 - $65,545
-1,190 Reduced 5.02%
22,516 $1.23 Million
Q4 2023

Feb 14, 2024
SELL
$46.5 - $52.58 $158,518 - $179,245
-3,409 Reduced 12.57%
23,706 $1.24 Million
Q3 2023

Nov 14, 2023
SELL
$48.13 - $51.79 $15,209 - $16,365
-316 Reduced 1.15%
27,115 $1.31 Million
Q2 2023

Aug 14, 2023
SELL
$48.54 - $51.63 $104,555 - $111,211
-2,154 Reduced 7.28%
27,431 $1.37 Million
Q1 2023

May 11, 2023
BUY
$47.34 - $51.12 $1.4 Million - $1.51 Million
29,585 New
29,585 $1.47 Million

Others Institutions Holding DWM

# of Institutions
133
Shares Held
6.62M
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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