A detailed history of Shakespeare Wealth Management, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 52,749 shares of DWM stock, worth $2.84 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
52,749
Previous 364,893 85.54%
Holding current value
$2.84 Million
Previous $19.6 Million 84.51%
% of portfolio
0.8%
Previous 5.7%

Shares

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

Nov 14, 2024

SELL
$52.24 - $58.1 $16.3 Million - $18.1 Million
-312,144 Reduced 85.54%
52,749 $3.04 Million
Q2 2024

Aug 13, 2024

SELL
$52.54 - $56.44 $3.84 Million - $4.13 Million
-73,111 Reduced 16.69%
364,893 $19.6 Million
Q1 2024

May 13, 2024

BUY
$50.94 - $55.08 $657,227 - $710,642
12,902 Added 3.04%
438,004 $24 Million
Q4 2023

Feb 13, 2024

BUY
$46.5 - $52.58 $905,215 - $1.02 Million
19,467 Added 4.8%
425,102 $22.3 Million
Q3 2023

Nov 13, 2023

BUY
$48.13 - $51.79 $442,555 - $476,209
9,195 Added 2.32%
405,635 $19.6 Million
Q2 2023

Aug 11, 2023

BUY
$48.54 - $51.63 $88,100 - $93,708
1,815 Added 0.46%
396,440 $19.8 Million
Q1 2023

May 15, 2023

SELL
$47.34 - $51.12 $300,751 - $324,765
-6,353 Reduced 1.58%
394,625 $19.6 Million
Q4 2022

Feb 13, 2023

BUY
$39.94 - $48.25 $930,322 - $1.12 Million
23,293 Added 6.17%
400,978 $18.9 Million
Q3 2022

Nov 14, 2022

BUY
$39.86 - $47.65 $826,736 - $988,308
20,741 Added 5.81%
377,685 $15.2 Million
Q2 2022

Aug 09, 2022

BUY
$45.44 - $53.31 $124,551 - $146,122
2,741 Added 0.77%
356,944 $16.3 Million
Q1 2022

May 16, 2022

BUY
$48.63 - $55.69 $574,028 - $657,364
11,804 Added 3.45%
354,203 $18.9 Million
Q4 2021

Jan 10, 2022

BUY
$51.6 - $54.8 $1.34 Million - $1.43 Million
26,041 Added 8.23%
342,399 $18.5 Million
Q3 2021

Nov 15, 2021

BUY
$52.87 - $56.39 $668,118 - $712,600
12,637 Added 4.16%
316,358 $16.8 Million
Q2 2021

Aug 09, 2021

BUY
$53.08 - $56.66 $33,334 - $35,582
628 Added 0.21%
303,721 $16.8 Million
Q1 2021

May 13, 2021

BUY
$50.35 - $53.3 $231,509 - $245,073
4,598 Added 1.54%
303,093 $15.9 Million
Q4 2020

Feb 16, 2021

BUY
$43.68 - $50.9 $1.66 Million - $1.93 Million
37,944 Added 14.56%
298,495 $15.1 Million
Q3 2020

Nov 12, 2020

BUY
$44.37 - $47.42 $662,976 - $708,549
14,942 Added 6.08%
260,551 $11.8 Million
Q2 2020

Aug 11, 2020

BUY
$37.7 - $47.21 $1.28 Million - $1.61 Million
34,002 Added 16.07%
245,609 $10.9 Million
Q1 2020

Apr 01, 2020

BUY
$34.55 - $53.86 $1.29 Million - $2 Million
37,223 Added 21.35%
211,607 $8.36 Million
Q4 2019

Feb 10, 2020

BUY
$48.34 - $53.77 $289,411 - $321,920
5,987 Added 3.56%
174,384 $9.33 Million
Q3 2019

Nov 08, 2019

BUY
$49.49 - $50.65 $444,321 - $454,735
8,978 Added 5.63%
168,397 $8.37 Million
Q2 2019

Aug 12, 2019

BUY
N/A
12,831 Added 8.75%
159,419 $8.13 Million
Q1 2019

May 13, 2019

BUY
N/A
4,657 Added 3.28%
146,588 $7.42 Million
Q4 2018

Feb 04, 2019

SELL
N/A
-46,664 Reduced 24.74%
141,931 $6.61 Million
Q3 2018

Nov 14, 2018

BUY
N/A
8,033 Added 4.45%
188,595 $10 Million
Q2 2018

Aug 14, 2018

BUY
N/A
8,093 Added 4.69%
180,562 $9.53 Million
Q1 2018

Aug 14, 2018

BUY
N/A
8,050 Added 4.9%
172,469 $9.46 Million
Q4 2017

Aug 14, 2018

BUY
N/A
164,419
164,419 $9.17 Million

Others Institutions Holding DWM

About WISDOMTREE TR


  • Ticker DWM
  • Sector ETFs
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