Whipplewood Advisors, LLC WisdomTree Asset Management Inc Transaction History

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Number of Shares
1,562
Previous 10,359 84.92%
Holding current value
$199 Million
Previous $175 Million 13.31%
% of portfolio
0.12%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
N/A
-8,797 Reduced 84.92%
1,562 $199 Million
Q4 2024

Feb 04, 2025
BUY
N/A
10,359 New
10,359 $175 Million
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