Kingsview Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$58.34 - $62.61 $1.07 Million - $1.15 Million	18,395 New	18,395 $1.09 Million
Q2 2022 Aug 16, 2022	SELL	$58.38 - $69.47 $180,219 - $214,453	-3,087 Closed	0 $0
Q1 2022 Feb 08, 2024	BUY	$64.07 - $74.35 $192,338 - $223,198	3,002 New	3,002 $0
Q4 2021 Feb 17, 2022	SELL	$70.11 - $76.05 $30,918 - $33,538	-441 Reduced 12.5%	3,087 $227,000
Q2 2021 Aug 17, 2021	SELL	$73.07 - $77.75 $12,714 - $13,528	-174 Reduced 4.7%	3,528 $263,000
Q1 2021 May 24, 2021	SELL	$67.48 - $73.47 $2,024 - $2,204	-30 Reduced 0.8%	3,702 $271,000
Q4 2020 Feb 16, 2021	SELL	$58.19 - $68.24 $5,237 - $6,141	-90 Reduced 2.35%	3,732 $254,000
Q3 2020 Nov 19, 2020	SELL	$55.74 - $61.54 $80,711 - $89,109	-1,448 Reduced 27.48%	3,822 $229,000
Q2 2020 Aug 14, 2020	SELL	$44.96 - $59.68 $182,402 - $242,121	-4,057 Reduced 43.5%	5,270 $293,000
Q1 2020 May 11, 2020	BUY	$42.11 - $71.71 $392,759 - $668,839	9,327 New	9,327 $448,000

Others Institutions Holding DLS

# of Institutions

215

Shares Held

5.51M

Call Options Held

0

Put Options Held

0

Savant Capital, LLC

804K
Shares

$54.7 Million
0.41% of portfolio
Bip Wealth, LLC Atlanta, GA

276K
Shares

$18.8 Million
1.16% of portfolio
Bank Of America Corp Charlotte, NC

215K
Shares

$14.6 Million
0.0% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

202K
Shares

$13.8 Million
1.23% of portfolio
Raymond James Financial Inc St. Petersburg, FL

179K
Shares

$12.2 Million
0.0% of portfolio

About WISDOMTREE TR INTL SMALL CAP D

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