Baker Tilly Wealth Management, LLC Wisdomtree Tr U.S Total Divide Transaction History

Baker Tilly Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$67.07 - $71.45 $173,040 - $184,341	-2,580 Reduced 43.98%	3,286 $232,000
Q1 2024 May 09, 2024	SELL	$64.49 - $70.72 $87,061 - $95,472	-1,350 Reduced 18.71%	5,866 $414,000
Q4 2022 Jan 26, 2023	SELL	$55.0 - $63.6 $8,250 - $9,540	-150 Reduced 2.04%	7,216 $0
Q4 2021 Feb 08, 2022	BUY	$59.03 - $64.77 $210,619 - $231,099	3,568 Added 93.94%	7,366 $477,000
Q2 2021 Jul 30, 2021	BUY	$56.89 - $59.98 $23,893 - $25,191	420 Added 12.43%	3,798 $450,000
Q1 2021 Apr 28, 2021	SELL	$51.81 - $56.75 $13,729 - $15,038	-265 Reduced 7.27%	3,378 $382,000
Q4 2020 Feb 03, 2021	BUY	$45.34 - $52.5 $165,173 - $191,257	3,643 New	3,643 $382,000

199

8.64M

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