Mycio Wealth Partners, LLC Wisdomtree U.S. Largecap Fund Transaction History

Mycio Wealth Partners, LLC

$435 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$24.35 - $37.92 $128,543 - $200,179	-5,279 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$32.43 - $36.81 $687,710 - $780,592	-21,206 Reduced 80.07%	5,279 $194,000
Q3 2019 Nov 12, 2019	BUY	$33.34 - $34.14 $8,801 - $9,012	264 Added 1.01%	26,485 $888,000
Q2 2019 Aug 05, 2019	SELL	N/A	-2,252 Reduced 7.91%	26,221 $862,000
Q4 2018 Jan 22, 2019	SELL	N/A	-2,398 Reduced 7.77%	28,473 $803,000
Q3 2018 Oct 25, 2018	SELL	N/A	-500 Reduced 1.59%	30,871 $1.01 Million
Q2 2018 Jul 19, 2018	BUY	N/A	144 Added 0.46%	31,371 $962,000
Q1 2018 Apr 27, 2018	BUY	N/A	418 Added 1.36%	31,227 $948,000
Q4 2017 Jan 31, 2018	BUY	N/A	20,749 Added 206.25%	30,809 $957,000
Q3 2017 Oct 19, 2017	BUY	N/A	42 Added 0.42%	10,060 $876,000
Q2 2017 Aug 10, 2017	BUY	N/A	41 Added 0.41%	10,018 $835,000
Q2 2017 Aug 08, 2017	BUY	N/A	9,977	9,977 $813,000

Others Institutions Holding EPS

# of Institutions

123

Shares Held

11.5M

Call Options Held

0

Put Options Held

0

About WISDOMTREE U.S. LARGECAP FUND

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