Joseph P. Lucia & Associates, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Joseph P. Lucia & Associates, LLC

$186 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$27.57 - $32.14 $4,135 - $4,821	-150 Reduced 2.3%	6,385 $180,000
Q3 2021 Oct 13, 2021	SELL	$30.22 - $32.27 $19,643 - $20,975	-650 Reduced 9.05%	6,535 $201,000
Q2 2021 Jul 27, 2021	SELL	$31.27 - $33.51 $14,071 - $15,079	-450 Reduced 5.89%	7,185 $229,000
Q4 2020 Jan 29, 2021	BUY	$21.26 - $26.81 $162,320 - $204,694	7,635 New	7,635 $203,000
Q3 2020 Oct 20, 2020	SELL	$20.09 - $23.24 $165,240 - $191,149	-8,225 Closed	0 $0
Q1 2020 Apr 22, 2020	SELL	$15.92 - $28.87 $11,940 - $21,652	-750 Reduced 8.36%	8,225 $148,000
Q4 2019 Jan 23, 2020	BUY	$26.28 - $28.79 $9,198 - $10,076	350 Added 4.06%	8,975 $257,000
Q2 2019 Jul 23, 2019	SELL	N/A	-226,882 Reduced 96.34%	8,625 $234,000
Q1 2019 May 02, 2019	BUY	N/A	235,507 New	235,507 $8.33 Million

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR U.S. SMALLCAP DI

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