Kingsview Wealth Management, LLC Wisdomtree Tr Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$43.96 - $46.57 $2.73 Million - $2.89 Million	62,114 New	62,114 $2.83 Million
Q3 2023 Nov 07, 2023	BUY	$38.54 - $40.44 $1.3 Million - $1.36 Million	33,673 New	33,673 $1.3 Million
Q2 2022 Aug 16, 2022	SELL	$37.42 - $43.67 $259,694 - $303,069	-6,940 Closed	0 $0
Q1 2022 Feb 08, 2024	BUY	$39.56 - $46.1 $199,184 - $232,113	5,035 New	5,035 $0
Q4 2021 Feb 17, 2022	SELL	$42.54 - $45.97 $24,120 - $26,064	-567 Reduced 7.55%	6,940 $318,000
Q4 2020 Feb 16, 2021	BUY	$35.11 - $39.58 $14,044 - $15,832	400 Added 5.63%	7,507 $295,000
Q3 2020 Nov 19, 2020	BUY	$34.84 - $37.04 $19,510 - $20,742	560 Added 8.55%	7,107 $260,000
Q2 2020 Aug 14, 2020	BUY	$29.36 - $35.76 $192,219 - $234,120	6,547 New	6,547 $230,000

Others Institutions Holding IHDG

# of Institutions

253

Shares Held

47.3M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR

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