Smallwood Wealth Investment Management, LLC Wisdomtree Tr Transaction History

Smallwood Wealth Investment Management, LLC

  • $126 Million
  • Q2 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 49,688 shares of DWM stock, worth $2.82 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares
49,688
Previous 47,854 3.83%
Holding current value
$2.82 Million
Previous $2.62 Million 1.79%
% of portfolio
2.11%
Previous 2.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$42.44 - $48.25 $287,955 - $327,376
6,785 Added 18.47%
43,519 $2.05 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-4,068 Reduced 9.97%
36,734 $1.48 Million
Q2 2022

Aug 08, 2022
BUY
N/A
401 Added 0.99%
40,802 $1.85 Million
Q1 2022

Apr 21, 2022
BUY
N/A
1,181 Added 3.01%
40,401 $2.13 Million
Q4 2021

Apr 05, 2022
BUY
N/A
39,220 New
39,220 $2.12 Million

Others Institutions Holding DWM

# of Institutions
132
Shares Held
6.58M
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
Track This Portfolio

Track Smallwood Wealth Investment Management, LLC Portfolio

Follow Smallwood Wealth Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smallwood Wealth Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email