Avantax Advisory Services, Inc. Wisdomtree Tr Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	SELL	$34.66 - $39.12 $415 - $469	-12 Reduced 0.11%	10,469 $407,000
Q2 2023 Aug 11, 2023	SELL	$36.15 - $39.0 $397 - $429	-11 Reduced 0.1%	10,481 $387,000
Q3 2022 Nov 01, 2022	SELL	$30.07 - $35.52 $6,946 - $8,205	-231 Reduced 2.15%	10,492 $318,000
Q2 2022 Aug 02, 2022	BUY	$34.57 - $40.19 $34 - $40	1 Added 0.01%	10,723 $371,000
Q2 2021 Jul 29, 2021	SELL	$39.57 - $41.75 $395 - $417	-10 Reduced 0.09%	10,722 $424,000
Q4 2020 Jan 22, 2021	SELL	$31.49 - $37.76 $211,455 - $253,558	-6,715 Reduced 38.49%	10,732 $401,000
Q3 2020 Oct 14, 2020	BUY	$32.41 - $35.33 $225,119 - $245,402	6,946 Added 66.15%	17,447 $572,000
Q2 2020 Aug 06, 2020	SELL	$28.17 - $35.69 $48,142 - $60,994	-1,709 Reduced 14.0%	10,501 $345,000
Q1 2020 Apr 30, 2020	BUY	$25.75 - $42.34 $10,248 - $16,851	398 Added 3.37%	12,210 $358,000
Q4 2019 Feb 14, 2020	BUY	$37.91 - $42.28 $447,792 - $499,411	11,812 New	11,812 $495,000

Others Institutions Holding DTH

# of Institutions

81

Shares Held

5.47M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$51.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

649K
Shares

$24.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

585K
Shares

$22 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

330K
Shares

$12.4 Million
3.27% of portfolio
Mariner, LLC Overland Park, KS

192K
Shares

$7.2 Million
0.01% of portfolio

About WISDOMTREE TR

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