Patriot Financial Group Insurance Agency, LLC Wisdomtree U.S. High Yield Cor Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$43.9 - $49.69 $173,097 - $195,927	-3,943 Reduced 46.18%	4,596 $202,000
Q1 2022 May 11, 2022	SELL	$48.1 - $52.43 $115,440 - $125,832	-2,400 Reduced 21.94%	8,539 $421,000
Q4 2021 Jan 10, 2022	SELL	$51.29 - $52.73 $63,650 - $65,437	-1,241 Reduced 10.19%	10,939 $574,000
Q3 2021 Nov 24, 2021	SELL	$52.41 - $53.22 $18,605 - $18,893	-355 Reduced 2.83%	12,180 $641,000
Q2 2021 Jul 30, 2021	SELL	$52.06 - $52.77 $147,069 - $149,075	-2,825 Reduced 18.39%	12,535 $661,000
Q1 2021 Apr 29, 2021	SELL	$51.54 - $52.71 $210,077 - $214,845	-4,076 Reduced 20.97%	15,360 $799,000
Q4 2020 Jan 15, 2021	SELL	$49.75 - $52.5 $15,074 - $15,907	-303 Reduced 1.54%	19,436 $1.02 Million
Q3 2020 Oct 21, 2020	BUY	$48.82 - $51.33 $214,026 - $225,030	4,384 Added 28.55%	19,739 $988,000
Q2 2020 Jul 10, 2020	BUY	$43.83 - $50.59 $334,905 - $386,558	7,641 Added 99.05%	15,355 $747,000
Q1 2020 Apr 15, 2020	SELL	$40.31 - $52.4 $25,959 - $33,745	-644 Reduced 7.71%	7,714 $345,000
Q4 2019 Jan 22, 2020	SELL	$51.04 - $52.32 $6,175 - $6,330	-121 Reduced 1.43%	8,358 $436,000
Q3 2019 Oct 25, 2019	BUY	$51.41 - $51.95 $44,778 - $45,248	871 Added 11.45%	8,479 $437,000
Q2 2019 Aug 07, 2019	BUY	N/A	1,255 Added 19.75%	7,608 $391,000
Q1 2019 Apr 29, 2019	BUY	N/A	2,661 Added 72.07%	6,353 $323,000
Q4 2018 Feb 04, 2019	BUY	N/A	3,692 New	3,692 $175,000

Others Institutions Holding WFHY

# of Institutions

Shares Held

4.08M

Call Options Held

Put Options Held

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