Captrust Financial Advisors Wisdom Tree Investments, Inc. Transaction History

Captrust Financial Advisors

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	N/A	-337 Reduced 2.48%	13,233 $72,000
Q3 2023 Nov 14, 2023	BUY	N/A	890 Added 7.02%	13,570 $74,000
Q2 2023 Aug 14, 2023	SELL	N/A	-220 Reduced 1.71%	12,680 $69,000
Q1 2023 May 15, 2023	BUY	$5.46 - $5.57 $70,434 - $71,853	12,900 New	12,900 $70,000
Q3 2022 Nov 16, 2022	SELL	$4.68 - $5.46 $2,265 - $2,642	-484 Reduced 3.55%	13,146 $62,000
Q2 2022 Aug 16, 2022	SELL	$4.98 - $6.29 $1,085 - $1,371	-218 Reduced 1.57%	13,630 $69,000
Q1 2022 May 16, 2022	BUY	$5.16 - $6.49 $20,975 - $26,381	4,065 Added 41.55%	13,848 $81,000
Q4 2021 Feb 14, 2022	SELL	$5.42 - $6.86 $753 - $953	-139 Reduced 1.4%	9,783 $60,000
Q3 2021 Nov 16, 2021	SELL	$5.55 - $6.55 $20,202 - $23,842	-3,640 Reduced 26.84%	9,922 $56,000
Q2 2021 Aug 16, 2021	BUY	$6.15 - $7.27 $98 - $116	16 Added 0.12%	13,562 $84,000
Q1 2021 May 17, 2021	BUY	$5.26 - $6.36 $51,405 - $62,156	9,773 Added 259.02%	13,546 $85,000
Q4 2020 Feb 16, 2021	BUY	$3.25 - $5.51 $12,262 - $20,789	3,773 New	3,773 $20,000
Q3 2020 Nov 17, 2020	SELL	$3.09 - $4.29 $10,815 - $15,015	-3,500 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$2.27 - $3.77 $7,945 - $13,195	3,500 New	3,500 $12,000
Q4 2019 Feb 14, 2020	SELL	$4.57 - $5.37 $4,570 - $5,370	-1,000 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$5.93 - $7.99 $5,930 - $7,990	1,000 New	1,000 $7,000

236

117M

22.3K

49.7K

Ticker WETF
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 146,584,992
Market Cap $800M
Description
WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of Wisd...

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