Heritage Wealth Advisors Wisdomtree Tr Intl Small Cap D Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Dec 12, 2024	BUY	$61.35 - $65.41 $61 - $65	1 Added 0.71%	141 $9,000
Q1 2024 May 08, 2024	BUY	$61.35 - $65.41 $204,234 - $217,749	3,329 Added 2377.86%	3,469 $226,000
Q4 2023 Dec 12, 2024	BUY	$53.89 - $64.06 $53 - $64	1 Added 0.72%	140 $8,000
Q4 2023 Feb 09, 2024	BUY	$53.89 - $64.06 $53 - $64	1 Added 0.72%	140 $8,000
Q3 2023 Dec 12, 2024	BUY	$57.26 - $62.05 $57 - $62	1 Added 0.72%	139 $7,000
Q3 2023 Nov 08, 2023	BUY	$57.26 - $62.05 $57 - $62	1 Added 0.72%	139 $7,000
Q2 2023 Dec 12, 2024	BUY	$58.34 - $62.61 $8,050 - $8,640	138 New	138 $8,000
Q2 2023 Aug 09, 2023	BUY	$58.34 - $62.61 $175 - $187	3 Added 2.22%	138 $8,000
Q1 2023 May 04, 2023	BUY	$58.15 - $63.87 $58 - $63	1 Added 0.75%	135 $8,000
Q4 2022 Dec 12, 2024	BUY	$50.78 - $59.46 $101 - $118	2 Added 1.52%	134 $7,000
Q4 2022 Feb 06, 2023	BUY	$50.78 - $59.46 $101 - $118	2 Added 1.52%	134 $7,000
Q3 2022 Dec 12, 2024	BUY	$51.06 - $62.46 $6,739 - $8,244	132 New	132 $6,000
Q3 2022 Nov 10, 2022	BUY	$51.06 - $62.46 $51 - $62	1 Added 0.76%	132 $7,000
Q2 2022 Aug 04, 2022	BUY	$58.38 - $69.47 $175 - $208	3 Added 2.34%	131 $8,000
Q1 2022 May 11, 2022	BUY	$64.07 - $74.35 $64 - $74	1 Added 0.79%	128 $9,000
Q4 2021 Feb 02, 2022	BUY	$70.11 - $76.05 $70 - $76	1 Added 0.79%	127 $0
Q3 2021 Nov 02, 2021	BUY	$72.88 - $79.21 $72 - $79	1 Added 0.8%	126 $0
Q2 2021 Aug 09, 2021	BUY	$73.07 - $77.75 $146 - $155	2 Added 1.63%	125 $0
Q4 2020 Feb 01, 2021	BUY	$58.19 - $68.24 $58 - $68	1 Added 0.82%	123 $8,000
Q2 2020 Jul 17, 2020	BUY	$44.96 - $59.68 $314 - $417	7 Added 5.83%	127 $6,000
Q2 2020 Jul 17, 2020	SELL	$44.96 - $59.68 $224 - $298	-5 Reduced 3.94%	122 $0
Q1 2020 May 05, 2020	BUY	$42.11 - $71.71 $42 - $71	1 Added 0.84%	120 $0
Q4 2019 Feb 04, 2020	BUY	$62.06 - $71.66 $62 - $71	1 Added 0.85%	119 $0
Q3 2019 Oct 30, 2019	SELL	$63.1 - $64.95 $46,504 - $47,868	-737 Reduced 86.2%	118 $7,000
Q2 2019 Aug 05, 2019	BUY	N/A	739 Added 637.07%	855 $0
Q1 2019 May 06, 2019	BUY	N/A	1 Added 0.87%	116 $0
Q4 2018 Jan 28, 2019	BUY	N/A	1 Added 0.88%	115 $6,000
Q3 2018 Nov 14, 2018	BUY	N/A	114 New	114 $8,000

Others Institutions Holding DLS

# of Institutions

204

Shares Held

5.32M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL SMALL CAP D

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