Captrust Financial Advisors Wisdomtree, Inc. Transaction History

Captrust Financial Advisors

$34.2 Billion
Q4 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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	N/A	12,900 New	12,900 $70,000
Q3 2022 Nov 16, 2022	SELL	N/A	-484 Reduced 3.55%	13,146 $62,000
Q2 2022 Aug 16, 2022	SELL	N/A	-218 Reduced 1.57%	13,630 $69,000
Q1 2022 May 16, 2022	BUY	N/A	4,065 Added 41.55%	13,848 $81,000
Q4 2021 Feb 14, 2022	SELL	N/A	-139 Reduced 1.4%	9,783 $60,000
Q3 2021 Nov 16, 2021	SELL	N/A	-3,640 Reduced 26.84%	9,922 $56,000
Q2 2021 Aug 16, 2021	BUY	N/A	16 Added 0.12%	13,562 $84,000
Q1 2021 May 17, 2021	BUY	N/A	9,773 Added 259.02%	13,546 $85,000
Q4 2020 Feb 16, 2021	BUY	N/A	3,773 New	3,773 $20,000
Q3 2020 Nov 17, 2020	SELL	N/A	-3,500 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	N/A	3,500 New	3,500 $12,000
Q4 2019 Feb 14, 2020	SELL	N/A	-1,000 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	1,000 New	1,000 $7,000

Others Institutions Holding WT

# of Institutions

1

Shares Held

75

Call Options Held

0

Put Options Held

0

Lake Point Wealth Management

75
Shares

$0
0.0% of portfolio

About WISDOMTREE, INC.

Ticker WT

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