Dynamic Advisor Solutions LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Dynamic Advisor Solutions LLC

$2.31 Billion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 07, 2024	SELL	$30.61 - $34.92 $5.28 Million - $6.03 Million	-172,585 Reduced 93.97%	11,066 $381,000
Q2 2024 Jul 15, 2024	BUY	$30.34 - $32.53 $22,117 - $23,714	729 Added 0.4%	183,651 $5.72 Million
Q1 2024 Apr 12, 2024	BUY	$30.25 - $32.68 $59,864 - $64,673	1,979 Added 1.09%	182,922 $5.98 Million
Q4 2023 Jan 10, 2024	BUY	$26.55 - $32.72 $4.8 Million - $5.92 Million	180,943 New	180,943 $5.82 Million
Q1 2020 May 07, 2020	SELL	$15.92 - $28.87 $111,710 - $202,580	-7,017 Closed	0 $0
Q4 2019 Feb 04, 2020	SELL	$26.28 - $28.79 $101,099 - $110,755	-3,847 Reduced 35.41%	7,017 $201,000
Q3 2019 Nov 13, 2019	SELL	$26.76 - $27.89 $91,278 - $95,132	-3,411 Reduced 23.89%	10,864 $297,000
Q2 2019 Aug 13, 2019	BUY	N/A	4,783 Added 50.39%	14,275 $387,000
Q1 2019 Apr 10, 2019	SELL	N/A	-277 Reduced 2.84%	9,492 $261,000
Q4 2018 Jan 29, 2019	SELL	N/A	-704 Reduced 6.72%	9,769 $265,000
Q3 2018 Nov 14, 2018	BUY	N/A	921 Added 9.64%	10,473 $311,000
Q2 2018 Aug 07, 2018	BUY	N/A	9,552 New	9,552 $283,000

Others Institutions Holding DES

# of Institutions

363

Shares Held

31.5M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR U.S. SMALLCAP DI

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