Heritage Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$24.26 - $27.77 $215,210 - $246,347	8,871 Added 94.4%	18,268 $487,000
Q3 2022 Nov 14, 2022	SELL	N/A	-1,727 Reduced 15.52%	9,397 $231,000
Q2 2022 Aug 15, 2022	SELL	N/A	-1,195 Reduced 9.7%	11,124 $0
Q1 2022 Aug 15, 2022	SELL	N/A	-7,561 Reduced 38.03%	12,319 $402,000
Q3 2021 Nov 10, 2021	SELL	N/A	-6,506 Reduced 24.66%	19,880 $742,000

Q2 2021 Aug 11, 2021	BUY	N/A	26,386 New	26,386 $1.11 Million

251

44.1M

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