Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$45.44 - $53.31 $46,076 - $54,056	1,014 Added 437.07%	1,246 $57,000
Q1 2022 May 11, 2022	SELL	$48.63 - $55.69 $36,375 - $41,656	-748 Reduced 76.33%	232 $12,000
Q4 2021 Jan 10, 2022	BUY	$51.6 - $54.8 $38,596 - $40,990	748 Added 322.41%	980 $53,000
Q2 2020 Jul 10, 2020	SELL	$37.7 - $47.21 $1,998 - $2,502	-53 Reduced 18.6%	232 $10,000
Q1 2020 Apr 15, 2020	BUY	$34.55 - $53.86 $9,846 - $15,350	285 New	285 $11,000
Q4 2019 Jan 22, 2020	SELL	$48.34 - $53.77 $4,398 - $4,893	-91 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	N/A	91 New	91 $4,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.08M
Shares

$57.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.3 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$20.7 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.1 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.3 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR

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