Exencial Wealth Advisors, LLC Wisdomtree Tr Transaction History

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
SELL
$35.8 - $38.54 $23,377 - $25,166
-653 Reduced 7.28%
8,313 $300,000
Q2 2023

Aug 10, 2023
SELL
$36.15 - $39.0 $1,120 - $1,209
-31 Reduced 0.34%
8,966 $331,000
Q1 2023

May 02, 2023
SELL
$35.99 - $39.12 $323 - $352
-9 Reduced 0.1%
8,997 $338,000
Q4 2022

Feb 14, 2023
SELL
$30.01 - $36.51 $3,481 - $4,235
-116 Reduced 1.27%
9,006 $323,000
Q3 2022

Nov 08, 2022
SELL
$30.07 - $35.52 $36,925 - $43,618
-1,228 Reduced 11.86%
9,122 $276,000
Q2 2022

Aug 11, 2022
BUY
$34.57 - $40.19 $2,592 - $3,014
75 Added 0.73%
10,350 $358,000
Q1 2022

May 12, 2022
BUY
$36.97 - $41.22 $14,824 - $16,529
401 Added 4.06%
10,275 $409,000
Q4 2021

Feb 10, 2022
SELL
$36.83 - $39.04 $660,877 - $700,533
-17,944 Reduced 64.5%
9,874 $382,000
Q3 2021

Nov 04, 2021
BUY
$37.89 - $40.59 $644,205 - $690,111
17,002 Added 157.19%
27,818 $1.47 Million
Q2 2021

Aug 16, 2021
BUY
$39.57 - $41.75 $3,403 - $3,590
86 Added 0.8%
10,816 $428,000
Q1 2021

May 06, 2021
BUY
$37.05 - $39.86 $2,037 - $2,192
55 Added 0.52%
10,730 $422,000
Q4 2020

Feb 11, 2021
SELL
$31.49 - $37.76 $104,578 - $125,400
-3,321 Reduced 23.73%
10,675 $400,000
Q3 2020

Nov 13, 2020
SELL
$32.41 - $35.33 $58,921 - $64,229
-1,818 Reduced 11.5%
13,996 $460,000
Q2 2020

Aug 17, 2020
BUY
$28.17 - $35.69 $3,436 - $4,354
122 Added 0.78%
15,814 $521,000
Q1 2020

May 15, 2020
BUY
$25.75 - $42.34 $55,027 - $90,480
2,137 Added 15.77%
15,692 $463,000
Q4 2019

Feb 14, 2020
SELL
$37.91 - $42.28 $5,345 - $5,961
-141 Reduced 1.03%
13,555 $570,000
Q3 2019

Nov 13, 2019
BUY
$38.8 - $39.95 $26,655 - $27,445
687 Added 5.28%
13,696 $534,000
Q2 2019

Aug 14, 2019
BUY
N/A
40 Added 0.31%
13,009 $525,000
Q1 2019

May 08, 2019
BUY
N/A
96 Added 0.75%
12,969 $522,000
Q4 2018

Feb 06, 2019
SELL
N/A
-3,520 Reduced 21.47%
12,873 $478,000
Q3 2018

Nov 05, 2018
SELL
N/A
-74 Reduced 0.45%
16,393 $685,000
Q2 2018

Aug 01, 2018
SELL
N/A
-152 Reduced 0.91%
16,467 $682,000
Q1 2018

May 09, 2018
BUY
N/A
987 Added 6.31%
16,619 $724,000
Q4 2017

Feb 09, 2018
SELL
N/A
-385 Reduced 2.4%
15,632 $694,000
Q3 2017

Nov 08, 2017
BUY
N/A
16,017
16,017 $701,000

Others Institutions Holding DTH

# of Institutions
81
Shares Held
5.47M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

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