Capital Analysts, LLC Wisdomtree Tr Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$45.44 - $53.31 $181 - $213	4 Added 2.52%	163 $7,000
Q4 2021 Feb 10, 2022	BUY	$51.6 - $54.8 $103 - $109	2 Added 1.27%	159 $9,000
Q3 2021 Nov 04, 2021	BUY	$52.87 - $56.39 $52 - $56	1 Added 0.64%	157 $8,000
Q2 2021 Aug 05, 2021	BUY	$53.08 - $56.66 $106 - $113	2 Added 1.3%	156 $8,000
Q1 2021 May 17, 2021	BUY	$50.35 - $53.3 $50 - $53	1 Added 0.65%	154 $8,000
Q4 2020 Feb 16, 2021	BUY	$43.68 - $50.9 $43 - $50	1 Added 0.66%	153 $8,000
Q3 2020 Nov 12, 2020	BUY	$44.37 - $47.42 $44 - $47	1 Added 0.66%	152 $7,000
Q2 2020 Aug 07, 2020	BUY	$37.7 - $47.21 $113 - $141	3 Added 2.03%	151 $7,000
Q1 2020 May 08, 2020	SELL	$34.55 - $53.86 $6,184 - $9,640	-179 Reduced 54.74%	148 $6,000
Q4 2019 Feb 12, 2020	BUY	$48.34 - $53.77 $5,800 - $6,452	120 Added 57.97%	327 $17,000
Q3 2019 Nov 12, 2019	BUY	$49.49 - $50.65 $1,237 - $1,266	25 Added 13.74%	207 $10,000
Q2 2019 Aug 13, 2019	BUY	N/A	39 Added 27.27%	182 $9,000
Q1 2019 May 13, 2019	BUY	N/A	143 New	143 $7,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$57.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.3 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$20.7 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.1 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.3 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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