Clear Point Advisors Inc. WISDOMTREE TR Transaction History

Clear Point Advisors Inc.

  • $119 Billion
  • Q2 2025
Number of Shares
6,042
Previous 5,652 6.9%
Holding current value
$306 Million
Previous $286 Million 7.1%
% of portfolio
0.26%
Previous 0.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
N/A
390 Added 6.9%
6,042 $306 Million
Q1 2025

Apr 21, 2025
SELL
N/A
-547 Reduced 8.82%
5,652 $286 Million
Q4 2024

Jan 31, 2025
BUY
N/A
835 Added 15.57%
6,199 $311 Million
Q3 2024

Nov 08, 2024
BUY
N/A
1,342 Added 33.37%
5,364 $272 Million
Q2 2024

Aug 14, 2024
BUY
N/A
4,022 New
4,022 $201 Million
Q1 2024

May 15, 2024
BUY
N/A
0 New
0 $5.01 Million
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