Stifel Financial Corp Wisdomtree Tr Transaction History

Stifel Financial Corp

$85.8 Billion
Q1 2024

A detailed history of Stifel Financial Corp transactions in Wisdomtree Tr stock. As of the latest transaction made, Stifel Financial Corp holds 17,078 shares of DWM stock, worth $922,382. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,078

Previous 16,999 0.46%

Holding current value

$922,382

Previous $892,000 4.82%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$42.44 - $48.25 $3,904 - $4,439	92 Added 0.52%	17,782 $836,000
Q3 2022 Nov 14, 2022	SELL	N/A	-2,380 Reduced 11.86%	17,690 $711,000
Q2 2022 Aug 15, 2022	BUY	N/A	11 Added 0.05%	20,070 $912,000
Q1 2022 May 13, 2022	BUY	N/A	2,120 Added 11.82%	20,059 $1.06 Million
Q4 2021 Feb 14, 2022	BUY	N/A	4 Added 0.02%	17,939 $970,000
Q3 2021 Nov 15, 2021	SELL	N/A	-565 Reduced 3.05%	17,935 $948,000
Q2 2021 Aug 13, 2021	SELL	N/A	-91 Reduced 0.49%	18,500 $1.01 Million
Q1 2021 May 14, 2021	SELL	N/A	-776 Reduced 4.01%	18,591 $978,000
Q4 2020 Feb 12, 2021	BUY	N/A	2,304 Added 13.5%	19,367 $981,000
Q3 2020 Nov 16, 2020	BUY	N/A	2,002 Added 13.29%	17,063 $776,000
Q2 2020 Aug 14, 2020	SELL	N/A	-1,361 Reduced 8.29%	15,061 $667,000
Q1 2020 May 14, 2020	SELL	N/A	-2,668 Reduced 13.98%	16,422 $649,000
Q4 2019 Feb 13, 2020	SELL	N/A	-1,861 Reduced 8.88%	19,090 $1.02 Million
Q3 2019 Nov 13, 2019	SELL	N/A	-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

6.48M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Stifel Financial Corp Wisdomtree Tr Transaction History