Optimum Investment Advisors Wisdomtree Tr Europe Smallcap Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 21, 2020	SELL	$35.16 - $65.92 $3,937 - $7,383	-112 Closed	0 $0
Q4 2019 Jan 22, 2020	SELL	$54.14 - $65.35 $21,601 - $26,074	-399 Reduced 78.08%	112 $7,000
Q3 2019 Oct 17, 2019	SELL	$55.58 - $57.84 $61,804 - $64,318	-1,112 Reduced 68.52%	511 $29,000
Q2 2019 Jul 29, 2019	SELL	N/A	-1,078 Reduced 39.91%	1,623 $95,000
Q1 2019 May 03, 2019	SELL	N/A	-759 Reduced 21.94%	2,701 $158,000
Q4 2018 Feb 04, 2019	SELL	N/A	-3,438 Reduced 49.84%	3,460 $185,000
Q3 2018 Oct 05, 2018	SELL	N/A	-52 Reduced 0.75%	6,898 $437,000
Q2 2018 Oct 05, 2018	BUY	N/A	47 Added 0.68%	6,950 $454,000
Q1 2018 May 09, 2018	BUY	N/A	3 Added 0.04%	6,903 $483,000
Q4 2017 Jan 16, 2018	BUY	N/A	7 Added 0.1%	6,900 $487,000
Q3 2017 Nov 21, 2017	BUY	N/A	12 Added 0.17%	6,893 $479,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,881	6,881 $444,000

Others Institutions Holding DFE

# of Institutions

59

Shares Held

701K

Call Options Held

0

Put Options Held

0

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