Rockbridge Investment Management, Lcc Wisdomtree Tr Transaction History

Rockbridge Investment Management, Lcc

  • $772 Billion
  • Q3 2024

A detailed history of Rockbridge Investment Management, Lcc transactions in Wisdomtree Tr stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 5,401 shares of DWM stock, worth $290,519. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,401
Previous 5,461 1.1%
Holding current value
$290,519
Previous $293 Million 5.97%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$52.24 - $58.1 $3,134 - $3,486
-60 Reduced 1.1%
5,401 $311 Million
Q2 2024

Aug 14, 2024
SELL
$52.54 - $56.44 $1,155 - $1,241
-22 Reduced 0.4%
5,461 $293 Million
Q1 2024

May 15, 2024
SELL
$50.94 - $55.08 $5,297 - $5,728
-104 Reduced 1.86%
5,483 $300 Million
Q4 2023

Feb 14, 2024
SELL
$46.5 - $52.58 $92,302 - $104,371
-1,985 Reduced 26.22%
5,587 $293 Million
Q3 2023

May 28, 2024
SELL
$48.13 - $51.79 $1,588 - $1,709
-33 Reduced 0.58%
5,685 $274,000
Q2 2023

May 28, 2024
BUY
$48.54 - $51.63 $12,814 - $13,630
264 Added 4.84%
5,718 $286,000
Q1 2023

May 28, 2024
SELL
$47.34 - $51.12 $3,408 - $3,680
-72 Reduced 1.3%
5,454 $271,000
Q4 2022

May 28, 2024
SELL
$39.94 - $48.25 $1,357 - $1,640
-34 Reduced 0.61%
5,526 $259,000
Q3 2022

May 28, 2024
SELL
$39.86 - $47.65 $119 - $142
-3 Reduced 0.05%
5,560 $0
Q2 2022

May 28, 2024
BUY
$45.44 - $53.31 $136 - $159
3 Added 0.05%
5,563 $0
Q1 2022

May 28, 2024
BUY
$48.63 - $55.69 $3,744 - $4,288
77 Added 1.4%
5,560 $0
Q4 2021

Feb 14, 2022
BUY
$51.6 - $54.8 $390,715 - $414,945
7,572 New
7,572 $409,000

Others Institutions Holding DWM

# of Institutions
126
Shares Held
5.86M
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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