Stratos Wealth Advisors, LLC Wisdomtree Tr Transaction History

Stratos Wealth Advisors, LLC

$1.75 Billion
Q1 2025

A detailed history of Stratos Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 20,340 shares of DWM stock, worth $1.23 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

20,340

Previous 17,491 16.29%

Holding current value

$1.23 Million

Previous $921,000 28.34%

% of portfolio

0.07%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$52.19 - $59.86 $148,689 - $170,541	2,849 Added 16.29%	20,340 $1.18 Million
Q4 2024 Jan 27, 2025	BUY	$52.54 - $57.11 $26,585 - $28,897	506 Added 2.98%	17,491 $921,000
Q3 2024 Oct 17, 2024	BUY	$52.24 - $58.1 $80,815 - $89,880	1,547 Added 10.02%	16,985 $977,000
Q2 2024 Jul 24, 2024	BUY	$52.54 - $56.44 $23,958 - $25,736	456 Added 3.04%	15,438 $829,000
Q1 2024 Apr 16, 2024	BUY	$50.94 - $55.08 $114,869 - $124,205	2,255 Added 17.72%	14,982 $821,000
Q4 2023 Jan 24, 2024	BUY	$46.5 - $52.58 $40,083 - $45,323	862 Added 7.27%	12,727 $668,000
Q3 2023 Oct 24, 2023	BUY	$48.13 - $51.79 $14,824 - $15,951	308 Added 2.67%	11,865 $573,000
Q2 2023 Jul 18, 2023	BUY	$48.54 - $51.63 $79,362 - $84,415	1,635 Added 16.48%	11,557 $578,000
Q1 2023 Apr 27, 2023	BUY	$47.34 - $51.12 $97,473 - $105,256	2,059 Added 26.19%	9,922 $493,000
Q4 2022 Jan 19, 2023	SELL	$39.94 - $48.25 $86,030 - $103,930	-2,154 Reduced 21.5%	7,863 $0
Q3 2022 Oct 24, 2022	BUY	$39.86 - $47.65 $399,277 - $477,310	10,017 New	10,017 $402,000

Others Institutions Holding DWM

# of Institutions

129

Shares Held

6.06M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
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Stratos Wealth Advisors, LLC Wisdomtree Tr Transaction History