Smallwood Wealth Investment Management, LLC Wisdomtree Tr Transaction History

Smallwood Wealth Investment Management, LLC

$142 Million
Q4 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 53,654 shares of DWM stock, worth $2.93 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

53,654

Previous 51,697 3.79%

Holding current value

$2.93 Million

Previous $2.98 Million 4.97%

% of portfolio

2.0%

Previous 2.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$52.54 - $57.11 $102,820 - $111,764	1,957 Added 3.79%	53,654 $2.83 Million
Q3 2024 Oct 16, 2024	BUY	$52.24 - $58.1 $104,950 - $116,722	2,009 Added 4.04%	51,697 $2.98 Million
Q2 2024 Jul 26, 2024	BUY	$52.54 - $56.44 $96,358 - $103,510	1,834 Added 3.83%	49,688 $2.67 Million
Q1 2024 Apr 24, 2024	BUY	$50.94 - $55.08 $47,017 - $50,838	923 Added 1.97%	47,854 $2.62 Million
Q4 2023 Jan 23, 2024	BUY	$46.5 - $52.58 $154,659 - $174,881	3,326 Added 7.63%	46,931 $2.46 Million
Q3 2023 Oct 31, 2023	BUY	$48.13 - $51.79 $89,473 - $96,277	1,859 Added 4.45%	43,605 $2.11 Million
Q2 2023 Jul 17, 2023	SELL	$48.54 - $51.63 $95,526 - $101,607	-1,968 Reduced 4.5%	41,746 $2.09 Million
Q1 2023 Apr 25, 2023	BUY	$47.34 - $51.12 $9,231 - $9,968	195 Added 0.45%	43,714 $2.17 Million
Q4 2022 Feb 14, 2023	BUY	$39.94 - $48.25 $270,992 - $327,376	6,785 Added 18.47%	43,519 $2.05 Million
Q3 2022 Nov 14, 2022	SELL	$39.86 - $47.65 $162,150 - $193,840	-4,068 Reduced 9.97%	36,734 $1.48 Million
Q2 2022 Aug 08, 2022	BUY	$45.44 - $53.31 $18,221 - $21,377	401 Added 0.99%	40,802 $1.85 Million
Q1 2022 Apr 21, 2022	BUY	$48.63 - $55.69 $57,432 - $65,769	1,181 Added 3.01%	40,401 $2.13 Million
Q4 2021 Apr 05, 2022	BUY	$51.6 - $54.8 $2.02 Million - $2.15 Million	39,220 New	39,220 $2.12 Million

Others Institutions Holding DWM

# of Institutions

123

Shares Held

5.89M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
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Smallwood Wealth Investment Management, LLC Wisdomtree Tr Transaction History