Fin Trust Capital Advisors, LLC Wisdomtree Tr Transaction History

Fin Trust Capital Advisors, LLC

$577 Million
Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 4,483 shares of DTH stock, worth $168,291. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,483

Previous 4,483 -0.0%

Holding current value

$168,291

Previous $172,000 7.56%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$38.08 - $41.21 $15,460 - $16,731	-406 Reduced 8.3%	4,483 $172,000
Q1 2024 May 02, 2024	SELL	$37.09 - $39.82 $28,336 - $30,422	-764 Reduced 13.51%	4,889 $193,000
Q4 2023 Feb 13, 2024	BUY	$34.66 - $39.12 $16,914 - $19,090	488 Added 9.45%	5,653 $219,000
Q3 2023 Oct 24, 2023	BUY	$35.8 - $38.54 $19,188 - $20,657	536 Added 11.58%	5,165 $186,000
Q3 2022 Oct 20, 2022	BUY	$30.07 - $35.52 $1,593 - $1,882	53 Added 1.16%	4,629 $143,000
Q2 2022 Jul 26, 2022	SELL	$34.57 - $40.19 $32,046 - $37,256	-927 Reduced 16.85%	4,576 $155,000
Q1 2022 May 03, 2022	SELL	$36.97 - $41.22 $275,315 - $306,965	-7,447 Reduced 57.51%	5,503 $219,000
Q4 2021 Feb 14, 2022	BUY	$36.83 - $39.04 $350,474 - $371,504	9,516 Added 277.11%	12,950 $501,000
Q1 2021 May 17, 2021	SELL	$37.05 - $39.86 $25,193 - $27,104	-680 Reduced 16.53%	3,434 $135,000
Q4 2020 Feb 16, 2021	SELL	$31.49 - $37.76 $95,855 - $114,941	-3,044 Reduced 42.53%	4,114 $154,000
Q3 2020 Nov 10, 2020	SELL	$32.41 - $35.33 $33,641 - $36,672	-1,038 Reduced 12.66%	7,158 $235,000
Q2 2020 Sep 11, 2020	BUY	$28.17 - $35.69 $230,881 - $292,515	8,196 New	8,196 $270,000
Q2 2020 Aug 14, 2020	SELL	$28.17 - $35.69 $247,670 - $313,786	-8,792 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$25.75 - $42.34 $31,827 - $52,332	1,236 Added 16.36%	8,792 $259,000
Q4 2019 Jan 23, 2020	BUY	$37.91 - $42.28 $133,253 - $148,614	3,515 Added 86.98%	7,556 $318,000
Q3 2019 Oct 29, 2019	BUY	$38.8 - $39.95 $151,552 - $156,044	3,906 Added 2893.33%	4,041 $158,000
Q2 2019 Aug 01, 2019	BUY	N/A	135 New	135 $5,000

Others Institutions Holding DTH

# of Institutions

Shares Held

5.47M

Call Options Held

Put Options Held

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Fin Trust Capital Advisors, LLC Wisdomtree Tr Transaction History