Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr U.S Total Divide Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$56.16 - $65.68 $69,582 - $81,377	1,239 Added 1147.22%	1,347 $78,000
Q4 2021 Jan 10, 2022	BUY	$59.03 - $64.77 $3,187 - $3,497	54 Added 100.0%	108 $7,000
Q2 2021 Jul 30, 2021	SELL	$56.89 - $59.98 $19,001 - $20,033	-334 Reduced 86.08%	54 $6,000
Q1 2021 Apr 29, 2021	SELL	$51.81 - $56.75 $70,202 - $76,896	-1,355 Reduced 77.74%	388 $44,000
Q4 2020 Jan 15, 2021	SELL	$45.34 - $52.5 $19,632 - $22,732	-433 Reduced 19.9%	1,743 $183,000
Q3 2020 Oct 21, 2020	SELL	$44.65 - $49.39 $15,984 - $17,681	-358 Reduced 14.13%	2,176 $204,000
Q2 2020 Jul 10, 2020	SELL	$37.48 - $48.65 $1,311 - $1,702	-35 Reduced 1.36%	2,534 $228,000
Q1 2020 Apr 15, 2020	BUY	$33.65 - $53.81 $86,446 - $138,237	2,569 New	2,569 $201,000
Q4 2018 Feb 04, 2019	SELL	N/A	-25 Closed	0 $0
Q2 2017 Aug 08, 2017	BUY	N/A	25	25 $2,000

Others Institutions Holding DTD

# of Institutions

193

Shares Held

8.53M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.02M
Shares

$158 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$93 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$51.4 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

359K
Shares

$28.1 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

329K
Shares

$25.7 Million
0.06% of portfolio

View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

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