Capital Planning Advisors, LLC WISDOMTREE TR Transaction History

Capital Planning Advisors, LLC

  • $622 Million
  • Q4 2024

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 12, 2020
SELL
N/A
-12,729 Closed
0 $0
Q2 2020

Aug 06, 2020
SELL
N/A
-1,292 Reduced 9.21%
12,729 $320,000
Q1 2020

May 11, 2020
SELL
N/A
-409,553 Reduced 96.69%
14,021 $352,000
Q4 2019

Feb 03, 2020
SELL
N/A
-75,243 Reduced 15.08%
423,574 $10.6 Million
Q3 2019

Nov 05, 2019
SELL
N/A
-29,066 Reduced 5.51%
498,817 $12.5 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-20,257 Reduced 3.7%
527,883 $13.2 Million
Q1 2019

May 14, 2019
SELL
N/A
-12,411 Reduced 2.21%
548,140 $13.7 Million
Q4 2018

Feb 13, 2019
BUY
N/A
560,551 New
560,551 $14.1 Million
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