Robertson Stephens Wealth Management, LLC Wisdomtree Tr Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 16,260 shares of DWM stock, worth $1.06 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,260
Previous 22,796 28.67%
Holding current value
$1.06 Million
Previous $1.33 Million 22.39%
% of portfolio
0.03%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$52.06 - $63.91 $340,264 - $417,715
-6,536 Reduced 28.67%
16,260 $1.03 Million
Q1 2025

Apr 17, 2025
SELL
$52.19 - $59.86 $1.63 Million - $1.86 Million
-31,149 Reduced 57.74%
22,796 $1.33 Million
Q4 2024

Jan 27, 2025
BUY
$52.54 - $57.11 $1.32 Million - $1.44 Million
25,186 Added 87.58%
53,945 $2.84 Million
Q3 2024

Nov 12, 2024
BUY
$52.24 - $58.1 $1.5 Million - $1.67 Million
28,759 New
28,759 $1.66 Million

Others Institutions Holding DWM

# of Institutions
135
Shares Held
5.64M
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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