Stifel Financial Corp Wisdomtree Tr Transaction History

Stifel Financial Corp

$91.8 Billion
Q1 2025

A detailed history of Stifel Financial Corp transactions in Wisdomtree Tr stock. As of the latest transaction made, Stifel Financial Corp holds 15,641 shares of DWM stock, worth $946,280. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,641

Previous 24,123 35.16%

Holding current value

$946,280

Previous $1.27 Million 28.48%

% of portfolio

0.0%

Previous 0.0%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$52.19 - $59.86 $442,675 - $507,732	-8,482 Reduced 35.16%	15,641 $909,000
Q4 2024 Feb 13, 2025	BUY	$52.54 - $57.11 $440,390 - $478,696	8,382 Added 53.25%	24,123 $1.27 Million
Q3 2024 Nov 14, 2024	BUY	$52.24 - $58.1 $3,134 - $3,486	60 Added 0.38%	15,741 $906,000
Q2 2024 Aug 13, 2024	SELL	$52.54 - $56.44 $73,398 - $78,846	-1,397 Reduced 8.18%	15,681 $842,000
Q1 2024 May 13, 2024	BUY	$50.94 - $55.08 $4,024 - $4,351	79 Added 0.46%	17,078 $935,000
Q4 2023 Feb 12, 2024	BUY	$46.5 - $52.58 $1,674 - $1,892	36 Added 0.21%	16,999 $892,000
Q3 2023 Nov 13, 2023	SELL	$48.13 - $51.79 $31,525 - $33,922	-655 Reduced 3.72%	16,963 $820,000
Q2 2023 Aug 14, 2023	SELL	$48.54 - $51.63 $25,240 - $26,847	-520 Reduced 2.87%	17,618 $881,000
Q1 2023 May 12, 2023	BUY	$47.34 - $51.12 $16,853 - $18,198	356 Added 2.0%	18,138 $902,000
Q4 2022 Feb 13, 2023	BUY	$39.94 - $48.25 $3,674 - $4,439	92 Added 0.52%	17,782 $836,000
Q3 2022 Nov 14, 2022	SELL	$39.86 - $47.65 $94,866 - $113,407	-2,380 Reduced 11.86%	17,690 $711,000
Q2 2022 Aug 15, 2022	BUY	$45.44 - $53.31 $499 - $586	11 Added 0.05%	20,070 $912,000
Q1 2022 May 13, 2022	BUY	$48.63 - $55.69 $103,095 - $118,062	2,120 Added 11.82%	20,059 $1.06 Million
Q4 2021 Feb 14, 2022	BUY	$51.6 - $54.8 $206 - $219	4 Added 0.02%	17,939 $970,000
Q3 2021 Nov 15, 2021	SELL	$52.87 - $56.39 $29,871 - $31,860	-565 Reduced 3.05%	17,935 $948,000
Q2 2021 Aug 13, 2021	SELL	$53.08 - $56.66 $4,830 - $5,156	-91 Reduced 0.49%	18,500 $1.01 Million
Q1 2021 May 14, 2021	SELL	$50.35 - $53.3 $39,071 - $41,360	-776 Reduced 4.01%	18,591 $978,000
Q4 2020 Feb 12, 2021	BUY	$43.68 - $50.9 $100,638 - $117,273	2,304 Added 13.5%	19,367 $981,000
Q3 2020 Nov 16, 2020	BUY	$44.37 - $47.42 $88,828 - $94,934	2,002 Added 13.29%	17,063 $776,000
Q2 2020 Aug 14, 2020	SELL	$37.7 - $47.21 $51,309 - $64,252	-1,361 Reduced 8.29%	15,061 $667,000
Q1 2020 May 14, 2020	SELL	$34.55 - $53.86 $92,179 - $143,698	-2,668 Reduced 13.98%	16,422 $649,000
Q4 2019 Feb 13, 2020	SELL	$48.34 - $53.77 $89,960 - $100,065	-1,861 Reduced 8.88%	19,090 $1.02 Million
Q3 2019 Nov 13, 2019	SELL	$49.49 - $50.65 $16,183 - $16,562	-327 Reduced 1.54%	20,951 $1.04 Million
Q2 2019 Aug 14, 2019	BUY	N/A	398 Added 1.91%	21,278 $1.09 Million
Q1 2019 May 14, 2019	SELL	N/A	-7,033 Reduced 25.2%	20,880 $1.06 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-9,569 Reduced 25.53%	27,913 $1.3 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-123 Reduced 0.33%	37,482 $1.99 Million
Q2 2018 Aug 14, 2018	BUY	N/A	2,328 Added 6.6%	37,605 $1.99 Million
Q1 2018 May 11, 2018	SELL	N/A	-46 Reduced 0.13%	35,277 $1.94 Million
Q4 2017 Feb 14, 2018	BUY	N/A	1,980 Added 5.94%	35,323 $1.97 Million
Q3 2017 Nov 13, 2017	BUY	N/A	33,343	33,343 $0

Others Institutions Holding DWM

# of Institutions

131

Shares Held

5.64M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.

Account

Stifel Financial Corp Wisdomtree Tr Transaction History