Certified Advisory Corp Wisdomtree Tr U.S. Smallcap Di Transaction History

Certified Advisory Corp

$882 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$31.27 - $33.51 $90,901 - $97,413	-2,907 Closed	0 $0
Q1 2021 May 10, 2021	SELL	$26.31 - $32.55 $534,724 - $661,546	-20,324 Reduced 87.49%	2,907 $91,000
Q2 2020 Jul 27, 2020	SELL	$16.54 - $23.54 $117,698 - $167,510	-7,116 Reduced 23.45%	23,231 $492,000
Q1 2020 Apr 27, 2020	BUY	$15.92 - $28.87 $14,757 - $26,762	927 Added 3.15%	30,347 $547,000
Q4 2019 Jan 29, 2020	BUY	$26.28 - $28.79 $410,730 - $449,958	15,629 Added 113.33%	29,420 $844,000
Q3 2019 Nov 12, 2019	SELL	$26.76 - $27.89 $2,007 - $2,091	-75 Reduced 0.54%	13,791 $377,000
Q2 2019 Aug 07, 2019	BUY	N/A	1,293 Added 10.28%	13,866 $376,000
Q1 2019 May 07, 2019	BUY	N/A	3,033 Added 31.79%	12,573 $346,000
Q4 2018 Feb 04, 2019	BUY	N/A	332 Added 3.61%	9,540 $234,000
Q3 2018 Nov 13, 2018	BUY	N/A	1,342 Added 17.06%	9,208 $274,000
Q2 2018 Aug 14, 2018	BUY	N/A	7 Added 0.09%	7,866 $233,000
Q1 2018 Apr 30, 2018	BUY	N/A	1,611 Added 25.78%	7,859 $215,000
Q4 2017 Feb 22, 2018	BUY	N/A	6,248	6,248 $181,000

Others Institutions Holding DES

# of Institutions

350

Shares Held

29.3M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR U.S. SMALLCAP DI

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