Spire Wealth Management Wisdomtree Tr Transaction History

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025

A detailed history of Spire Wealth Management transactions in Wisdomtree Tr stock. As of the latest transaction made, Spire Wealth Management holds 975 shares of DWM stock, worth $61,171. This represents 0.0% of its overall portfolio holdings.

Number of Shares
975
Previous 975 -0.0%
Holding current value
$61,171
Previous $51,000 9.8%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 09, 2023
BUY
$47.34 - $51.12 $46,156 - $49,842
975 New
975 $48,000
Q4 2021

Jan 14, 2022
SELL
$51.6 - $54.8 $50,310 - $53,430
-975 Reduced 50.0%
975 $53,000
Q1 2021

May 21, 2021
BUY
$50.35 - $53.3 $98,182 - $103,935
1,950 New
1,950 $103,000

Others Institutions Holding DWM

# of Institutions
132
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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