Coastal Investment Advisors, Inc. Wisdomtree U.S. Corporate Bond Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	BUY	$43.86 - $44.91 $7,017 - $7,185	160 New	160 $7,000
Q2 2023 Aug 09, 2023	BUY	$43.17 - $44.85 $6,907 - $7,176	160 New	160 $7,000
Q3 2022 Oct 27, 2022	BUY	$42.08 - $46.81 $6,732 - $7,489	160 New	160 $7,000
Q3 2020 Oct 23, 2020	SELL	$54.68 - $56.32 $821,402 - $846,039	-15,022 Closed	0 $0
Q2 2020 Jul 16, 2020	SELL	$49.78 - $54.57 $1,493 - $1,637	-30 Reduced 0.2%	15,022 $819,000
Q1 2020 Apr 23, 2020	BUY	$43.76 - $54.87 $38,771 - $48,614	886 Added 6.25%	15,052 $762,000
Q4 2019 Feb 05, 2020	BUY	$51.66 - $52.58 $131,371 - $133,710	2,543 Added 21.88%	14,166 $742,000
Q3 2019 Oct 18, 2019	BUY	$51.37 - $52.2 $35,959 - $36,540	700 Added 6.41%	11,623 $605,000
Q2 2019 Aug 01, 2019	BUY	N/A	1,968 Added 21.98%	10,923 $561,000
Q1 2019 May 15, 2019	BUY	N/A	8,955 New	8,955 $442,000

Others Institutions Holding WFIG

# of Institutions

12

Shares Held

332K

Call Options Held

0

Put Options Held

0

About WISDOMTREE U.S. CORPORATE BOND

Ticker WFIG
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