Regimen Wealth, LLC Wisdomtree Tr Transaction History

Regimen Wealth, LLC

$311 Billion
Q1 2025

A detailed history of Regimen Wealth, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Regimen Wealth, LLC holds 4,393 shares of DWM stock, worth $276,056. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,393

Previous 4,503 2.44%

Holding current value

$276,056

Previous $237 Million 7.69%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$52.19 - $59.86 $5,740 - $6,584	-110 Reduced 2.44%	4,393 $255 Million
Q4 2024 Feb 13, 2025	BUY	$52.54 - $57.11 $14,448 - $15,705	275 Added 6.5%	4,503 $237 Million
Q3 2024 Nov 13, 2024	BUY	$52.24 - $58.1 $1,097 - $1,220	21 Added 0.5%	4,228 $243 Million
Q2 2024 Aug 14, 2024	SELL	$52.54 - $56.44 $60,473 - $64,962	-1,151 Reduced 21.48%	4,207 $226 Million
Q1 2024 May 14, 2024	BUY	$50.94 - $55.08 $9,118 - $9,859	179 Added 3.46%	5,358 $294 Million
Q4 2023 Feb 13, 2024	BUY	$46.5 - $52.58 $1,767 - $1,998	38 Added 0.74%	5,179 $272 Million
Q3 2023 Nov 13, 2023	BUY	$48.13 - $51.79 $1,684 - $1,812	35 Added 0.69%	5,141 $249 Million
Q2 2023 Aug 08, 2023	BUY	$48.54 - $51.63 $4,951 - $5,266	102 Added 2.04%	5,106 $255 Million
Q1 2023 May 05, 2023	BUY	$47.34 - $51.12 $236,889 - $255,804	5,004 New	5,004 $249 Million

Others Institutions Holding DWM

# of Institutions

131

Shares Held

5.64M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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Regimen Wealth, LLC Wisdomtree Tr Transaction History