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

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 2,973 shares of WTV stock, worth $237,453. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,973

Previous 3,091 3.82%

Holding current value

$237,453

Previous $233,000 7.3%

% of portfolio

0.03%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$70.89 - $75.25 $8,365 - $8,879	-118 Reduced 3.82%	2,973 $216,000
Q1 2024 Apr 30, 2024	BUY	$67.26 - $75.6 $134 - $151	2 Added 0.06%	3,091 $233,000
Q4 2023 Jan 19, 2024	BUY	$58.23 - $69.0 $179,872 - $213,141	3,089 New	3,089 $211,000
Q2 2022 Jul 29, 2022	BUY	$52.19 - $63.1 $11,481 - $13,882	220 Added 7.28%	3,243 $172,000
Q1 2022 May 11, 2022	BUY	$58.57 - $64.25 $8,961 - $9,830	153 Added 5.33%	3,023 $186,000
Q4 2021 Jan 10, 2022	SELL	$59.59 - $63.49 $4,886 - $5,206	-82 Reduced 2.78%	2,870 $182,000
Q3 2021 Nov 24, 2021	SELL	$58.05 - $62.42 $18,343 - $19,724	-316 Reduced 9.67%	2,952 $175,000
Q2 2021 Jul 30, 2021	BUY	$56.76 - $60.84 $92,745 - $99,412	1,634 Added 100.0%	3,268 $195,000
Q1 2021 Apr 29, 2021	SELL	$48.88 - $57.14 $15,641 - $18,284	-320 Reduced 16.38%	1,634 $184,000
Q4 2020 Jan 15, 2021	SELL	$41.09 - $49.63 $8,053 - $9,727	-196 Reduced 9.12%	1,954 $193,000
Q3 2020 Oct 21, 2020	SELL	$38.64 - $43.66 $10,819 - $12,224	-280 Reduced 11.52%	2,150 $178,000
Q2 2020 Jul 10, 2020	SELL	$30.66 - $43.35 $34,615 - $48,942	-1,129 Reduced 31.72%	2,430 $191,000
Q1 2020 Apr 15, 2020	SELL	$27.81 - $48.1 $8,760 - $15,151	-315 Reduced 8.13%	3,559 $230,000
Q4 2019 Jan 22, 2020	BUY	$42.19 - $47.83 $88,894 - $100,777	2,107 Added 119.24%	3,874 $367,000
Q3 2019 Oct 25, 2019	BUY	$43.39 - $44.27 $74,066 - $75,568	1,707 Added 2845.0%	1,767 $154,000
Q2 2019 Aug 07, 2019	BUY	N/A	60 New	60 $5,000

Others Institutions Holding WTV

# of Institutions

Shares Held

2.76M

Call Options Held

Put Options Held

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