Chicago Partners Investment Group LLC Wisdomtree U.S. Midcap Fund Transaction History

Chicago Partners Investment Group LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$56.83 - $62.44 $625 - $686	11 Added 0.28%	3,996 $249,000
Q2 2024 Jul 31, 2024	BUY	$56.57 - $60.6 $735 - $787	13 Added 0.33%	3,985 $230,000
Q1 2024 Apr 25, 2024	BUY	$55.25 - $61.02 $607 - $671	11 Added 0.28%	3,972 $242,000
Q4 2023 Feb 23, 2024	BUY	$47.01 - $57.98 $186,206 - $229,658	3,961 New	3,961 $227,000
Q2 2020 Jul 31, 2020	SELL	$24.14 - $37.04 $238,237 - $365,547	-9,869 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$37.75 - $42.41 $7,134 - $8,015	189 Added 1.95%	9,869 $421,000
Q4 2018 Jan 11, 2019	SELL	N/A	-2,040 Reduced 17.41%	9,680 $356,000
Q2 2018 Aug 31, 2018	SELL	N/A	-415 Reduced 3.42%	11,720 $471,000
Q3 2017 Nov 22, 2017	BUY	N/A	12,135	12,135 $0

156

7.64M

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