Herold Advisors, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History

Herold Advisors, Inc.

$449 Million
Q3 2024

A detailed history of Herold Advisors, Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Herold Advisors, Inc. holds 27,000 shares of NTSX stock, worth $1.29 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

27,000

Previous 27,100 0.37%

Holding current value

$1.29 Million

Previous $1.19 Million 6.64%

% of portfolio

0.28%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$42.72 - $47.0 $4,272 - $4,700	-100 Reduced 0.37%	27,000 $1.27 Million
Q2 2023 Jul 14, 2023	SELL	$34.69 - $37.13 $1,734 - $1,856	-50 Reduced 0.18%	27,100 $1 Million
Q1 2023 Apr 19, 2023	SELL	$32.42 - $35.66 $93,693 - $103,057	-2,890 Reduced 9.62%	27,150 $951,000
Q4 2022 Feb 14, 2023	SELL	$30.36 - $34.9 $17,001 - $19,544	-560 Reduced 1.83%	30,040 $974,000
Q3 2022 Nov 08, 2022	SELL	$30.58 - $37.75 $4,892 - $6,040	-160 Reduced 0.52%	30,600 $935,000
Q2 2022 Jul 15, 2022	SELL	$32.1 - $40.89 $94,213 - $120,012	-2,935 Reduced 8.71%	30,760 $1.03 Million
Q1 2022 May 09, 2022	BUY	$37.82 - $44.33 $54,839 - $64,278	1,450 Added 4.5%	33,695 $0
Q4 2021 Jan 20, 2022	SELL	$40.78 - $44.63 $354,378 - $387,834	-8,690 Reduced 21.23%	32,245 $1.43 Million
Q3 2021 Nov 03, 2021	BUY	$40.64 - $43.27 $1.66 Million - $1.77 Million	40,935 New	40,935 $1.67 Million

Others Institutions Holding NTSX

# of Institutions

Shares Held

15.4M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker NTSX
Sector ETFs
Industry ETFs

More about NTSX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.

Account

Herold Advisors, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History