Koshinski Asset Management, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History

Koshinski Asset Management, Inc.

$1.04 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	SELL	$67.26 - $75.6 $45,736 - $51,407	-680 Reduced 14.62%	3,970 $300,000
Q4 2023 Jan 29, 2024	BUY	$58.23 - $69.0 $270,769 - $320,850	4,650 New	4,650 $318,000
Q2 2022 Jul 12, 2022	SELL	$52.19 - $63.1 $167,008 - $201,920	-3,200 Closed	0 $0
Q4 2021 Jan 14, 2022	SELL	$59.59 - $63.49 $78,658 - $83,806	-1,320 Reduced 29.2%	3,200 $203 Million
Q3 2021 Oct 12, 2021	BUY	$58.05 - $62.42 $262,386 - $282,138	4,520 New	4,520 $0
Q2 2021 Jul 26, 2021	SELL	$56.76 - $60.84 $128,277 - $137,498	-2,260 Closed	0 $0
Q4 2020 Mar 30, 2021	BUY	$41.09 - $49.63 $41,090 - $49,630	1,000 Added 79.37%	2,260 $223,000
Q4 2020 Feb 05, 2021	BUY	$41.09 - $49.63 $51,773 - $62,533	1,260 New	1,260 $223,000
Q1 2020 Apr 30, 2020	SELL	$27.81 - $48.1 $62,850 - $108,706	-2,260 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$42.19 - $47.83 $95,349 - $108,095	2,260 New	2,260 $214,000

Others Institutions Holding WTV

# of Institutions

73

Shares Held

2.76M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

497K
Shares

$39.7 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

240K
Shares

$19.2 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

210K
Shares

$16.8 Million
3.04% of portfolio
Prism Advisors, Inc.

198K
Shares

$15.8 Million
4.4% of portfolio
Private Wealth Strategies, L.L.C.

186K
Shares

$14.9 Million
2.77% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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