Valmark Advisers, Inc. Wisdomtree Tr Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

A detailed history of Valmark Advisers, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 301,119 shares of DWM stock, worth $19.6 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

301,119

Previous 301,644 0.17%

Holding current value

$19.6 Million

Previous $17.5 Million 9.12%

% of portfolio

0.27%

Previous 0.27%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$52.06 - $63.91 $27,331 - $33,552	-525 Reduced 0.17%	301,119 $19.1 Million
Q1 2025 Apr 22, 2025	BUY	$52.19 - $59.86 $2.31 Million - $2.65 Million	44,336 Added 17.23%	301,644 $17.5 Million
Q4 2024 Jan 30, 2025	BUY	$52.54 - $57.11 $3.94 Million - $4.28 Million	74,983 Added 41.13%	257,308 $13.6 Million
Q3 2024 Oct 25, 2024	BUY	$52.24 - $58.1 $3.01 Million - $3.34 Million	57,562 Added 46.14%	182,325 $10.5 Million
Q2 2024 Jul 31, 2024	BUY	$52.54 - $56.44 $179,424 - $192,742	3,415 Added 2.81%	124,763 $6.7 Million
Q1 2024 May 03, 2024	SELL	$50.94 - $55.08 $80,638 - $87,191	-1,583 Reduced 1.29%	121,348 $6.65 Million
Q4 2023 Feb 02, 2024	BUY	$46.5 - $52.58 $28,597 - $32,336	615 Added 0.5%	122,931 $6.46 Million
Q3 2023 Nov 07, 2023	SELL	$48.13 - $51.79 $76,141 - $81,931	-1,582 Reduced 1.28%	122,316 $5.91 Million
Q2 2023 Aug 02, 2023	BUY	$48.54 - $51.63 $1.1 Million - $1.17 Million	22,678 Added 22.4%	123,898 $6.2 Million
Q1 2023 May 01, 2023	BUY	$47.34 - $51.12 $189,028 - $204,122	3,993 Added 4.11%	101,220 $5.03 Million
Q4 2022 Feb 06, 2023	BUY	$39.94 - $48.25 $282,136 - $340,838	7,064 Added 7.83%	97,227 $4.57 Million
Q3 2022 Nov 02, 2022	BUY	$39.86 - $47.65 $189,653 - $226,718	4,758 Added 5.57%	90,163 $3.62 Million
Q2 2022 Aug 01, 2022	BUY	$45.44 - $53.31 $533,329 - $625,699	11,737 Added 15.93%	85,405 $3.88 Million
Q1 2022 May 10, 2022	BUY	$48.63 - $55.69 $149,488 - $171,191	3,074 Added 4.35%	73,668 $3.89 Million
Q4 2021 Feb 02, 2022	BUY	$51.6 - $54.8 $116,151 - $123,354	2,251 Added 3.29%	70,594 $3.82 Million
Q3 2021 Nov 09, 2021	BUY	$52.87 - $56.39 $114,357 - $121,971	2,163 Added 3.27%	68,343 $3.61 Million
Q2 2021 Aug 06, 2021	BUY	$53.08 - $56.66 $248,839 - $265,622	4,688 Added 7.62%	66,180 $3.61 Million
Q1 2021 May 04, 2021	SELL	$50.35 - $53.3 $12,839 - $13,591	-255 Reduced 0.41%	61,492 $3.23 Million
Q4 2020 Feb 03, 2021	BUY	$43.68 - $50.9 $28,217 - $32,881	646 Added 1.06%	61,747 $3.13 Million
Q3 2020 Nov 09, 2020	BUY	$44.37 - $47.42 $30,038 - $32,103	677 Added 1.12%	61,101 $2.78 Million
Q2 2020 Jul 31, 2020	BUY	$37.7 - $47.21 $45,126 - $56,510	1,197 Added 2.02%	60,424 $2.68 Million
Q1 2020 May 01, 2020	SELL	$34.55 - $53.86 $42,842 - $66,786	-1,240 Reduced 2.05%	59,227 $2.34 Million
Q4 2019 Jan 31, 2020	SELL	$48.34 - $53.77 $327,455 - $364,237	-6,774 Reduced 10.07%	60,467 $3.23 Million
Q3 2019 Nov 06, 2019	SELL	$49.49 - $50.65 $109,075 - $111,632	-2,204 Reduced 3.17%	67,241 $3.34 Million
Q2 2019 Aug 07, 2019	BUY	N/A	1,857 Added 2.75%	69,445 $3.54 Million
Q1 2019 May 10, 2019	BUY	N/A	6,160 Added 10.03%	67,588 $3.42 Million
Q4 2018 Feb 07, 2019	BUY	N/A	482 Added 0.79%	61,428 $2.86 Million
Q3 2018 Nov 02, 2018	SELL	N/A	-58 Reduced 0.1%	60,946 $3.24 Million
Q2 2018 Aug 07, 2018	BUY	N/A	4,216 Added 7.42%	61,004 $3.22 Million
Q1 2018 May 07, 2018	BUY	N/A	3,202 Added 5.98%	56,788 $3.12 Million
Q4 2017 Feb 09, 2018	BUY	N/A	7,930 Added 17.37%	53,586 $2.99 Million
Q3 2017 Nov 06, 2017	BUY	N/A	45,656	45,656 $2.49 Million

Others Institutions Holding DWM

# of Institutions

135

Shares Held

5.64M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Valmark Advisers, Inc. Wisdomtree Tr Transaction History