Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 29, 2022
BUY
$27.57 - $32.14 $82 - $96
3 Added 0.12%
2,551 $72,000
Q1 2022

May 11, 2022
SELL
$30.79 - $33.49 $3,725 - $4,052
-121 Reduced 4.53%
2,548 $81,000
Q4 2021

Jan 10, 2022
SELL
$30.94 - $33.79 $47,523 - $51,901
-1,536 Reduced 36.53%
2,669 $88,000
Q3 2021

Nov 24, 2021
SELL
$30.22 - $32.27 $9,700 - $10,358
-321 Reduced 7.09%
4,205 $130,000
Q2 2021

Jul 30, 2021
SELL
$31.27 - $33.51 $8,943 - $9,583
-286 Reduced 5.94%
4,526 $144,000
Q1 2021

Apr 29, 2021
BUY
$26.31 - $32.55 $47,673 - $58,980
1,812 Added 60.4%
4,812 $150,000
Q4 2020

Jan 15, 2021
BUY
$21.26 - $26.81 $18,645 - $23,512
877 Added 41.31%
3,000 $80,000
Q3 2020

Oct 21, 2020
SELL
$20.09 - $23.24 $843 - $976
-42 Reduced 1.94%
2,123 $45,000
Q2 2020

Jul 10, 2020
SELL
$16.54 - $23.54 $116,888 - $166,357
-7,067 Reduced 76.55%
2,165 $46,000
Q1 2020

Apr 15, 2020
SELL
$15.92 - $28.87 $75,460 - $136,843
-4,740 Reduced 33.92%
9,232 $166,000
Q4 2019

Jan 22, 2020
SELL
$26.28 - $28.79 $117,603 - $128,835
-4,475 Reduced 24.26%
13,972 $401,000
Q3 2019

Oct 25, 2019
BUY
$26.76 - $27.89 $30,105 - $31,376
1,125 Added 6.49%
18,447 $505,000
Q2 2019

Aug 07, 2019
BUY
N/A
4,648 Added 36.67%
17,322 $468,000
Q1 2019

Apr 29, 2019
BUY
N/A
3,173 Added 33.4%
12,674 $349,000
Q4 2018

Feb 04, 2019
BUY
N/A
3,249 Added 51.97%
9,501 $233,000
Q3 2018

Oct 30, 2018
BUY
N/A
5,089 Added 437.58%
6,252 $186,000
Q2 2018

Aug 14, 2018
SELL
N/A
-2,177 Reduced 65.18%
1,163 $34,000
Q1 2018

May 14, 2018
BUY
N/A
1,011 Added 43.41%
3,340 $90,000
Q4 2017

Feb 14, 2018
BUY
N/A
1,558 Added 202.08%
2,329 $69,000
Q3 2017

Oct 26, 2017
BUY
N/A
6 Added 0.78%
771 $65,000
Q2 2017

Aug 08, 2017
BUY
N/A
765
765 $61,000

Others Institutions Holding DES

# of Institutions
351
Shares Held
29.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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