Joseph P. Lucia & Associates, LLC Wisdomtree Tr Intl Midcap Divi 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	$55.33 - $64.98 $5,809 - $6,822	-105 Reduced 5.49%	1,808 $100,000
Q1 2022 Apr 19, 2022	BUY	$59.39 - $68.67 $113,613 - $131,365	1,913 New	1,913 $123,000
Q4 2021 Feb 04, 2022	SELL	$64.25 - $68.9 $122,910 - $131,805	-1,913 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$54.08 - $63.97 $103,455 - $122,374	1,913 New	1,913 $122,000
Q3 2020 Oct 20, 2020	SELL	$53.61 - $58.16 $102,555 - $111,260	-1,913 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$58.81 - $66.52 $27,640 - $31,264	470 Added 32.57%	1,913 $126,000
Q3 2019 Oct 15, 2019	BUY	$60.13 - $62.01 $14,130 - $14,572	235 Added 19.45%	1,443 $87,000
Q2 2019 Jul 23, 2019	SELL	N/A	-75,412 Reduced 98.42%	1,208 $75,000
Q1 2019 May 02, 2019	BUY	N/A	76,620 New	76,620 $1.21 Million

Others Institutions Holding DIM

# of Institutions

43

Shares Held

622K

Call Options Held

0

Put Options Held

0

Mesirow Financial Investment Management, Inc.

200K
Shares

$12.6 Million
0.27% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

51.9K
Shares

$3.28 Million
0.0% of portfolio
Morgan Stanley New York, NY

49.4K
Shares

$3.12 Million
0.0% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

34.6K
Shares

$2.18 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

33K
Shares

$2.08 Million
0.0% of portfolio

About WISDOMTREE TR INTL MIDCAP DIVI

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