Joseph P. Lucia & Associates, LLC Wisdomtree Tr 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	$34.57 - $40.19 $5,531 - $6,430	-160 Reduced 5.06%	3,000 $104,000
Q1 2022 Apr 19, 2022	BUY	$36.97 - $41.22 $116,825 - $130,255	3,160 New	3,160 $126,000
Q4 2021 Feb 04, 2022	SELL	$36.83 - $39.04 $116,382 - $123,366	-3,160 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$31.49 - $37.76 $99,508 - $119,321	3,160 New	3,160 $118,000
Q3 2020 Oct 20, 2020	SELL	$32.41 - $35.33 $102,415 - $111,642	-3,160 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$37.91 - $42.28 $27,863 - $31,075	735 Added 30.31%	3,160 $133,000
Q3 2019 Oct 15, 2019	BUY	$38.8 - $39.95 $13,967 - $14,382	360 Added 17.43%	2,425 $95,000
Q2 2019 Jul 23, 2019	SELL	N/A	-82,741 Reduced 97.57%	2,065 $83,000
Q1 2019 May 02, 2019	BUY	N/A	84,806 New	84,806 $2.07 Million

Others Institutions Holding DTH

# of Institutions

80

Shares Held

5.39M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$54 Million
0.0% of portfolio
Morgan Stanley New York, NY

624K
Shares

$24.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

398K
Shares

$15.6 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

326K
Shares

$12.8 Million
3.24% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

199K
Shares

$7.81 Million
0.09% of portfolio

About WISDOMTREE TR

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