Resources Investment Advisors, Llc. Wisdomtree Yield Enhanced U.S. Transaction History

Resources Investment Advisors, Llc.

$8.28 Billion
Q4 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 02, 2023	SELL	N/A	-241 Reduced 4.37%	5,278 $0
Q3 2022 Nov 08, 2022	BUY	N/A	12 Added 0.22%	5,519 $255,000
Q2 2022 Aug 08, 2022	SELL	N/A	-288 Reduced 4.97%	5,507 $262,000
Q1 2022 May 05, 2022	SELL	N/A	-25,712 Reduced 81.61%	5,795 $281,000
Q4 2021 Feb 23, 2022	SELL	N/A	-1,551 Reduced 4.69%	31,507 $1.59 Million
Q3 2021 Nov 05, 2021	BUY	N/A	1,241 Added 3.9%	33,058 $0
Q2 2021 Aug 09, 2021	SELL	N/A	-2,175 Reduced 6.4%	31,817 $0
Q1 2021 May 10, 2021	SELL	N/A	-2,316 Reduced 6.38%	33,992 $0
Q4 2020 Feb 08, 2021	SELL	N/A	-4,367 Reduced 10.74%	36,308 $0
Q3 2020 Oct 09, 2020	SELL	N/A	-420 Reduced 1.02%	40,675 $0
Q2 2020 Aug 14, 2020	BUY	N/A	833 Added 2.07%	41,095 $0
Q1 2020 May 14, 2020	BUY	N/A	6,183 Added 18.14%	40,262 $0
Q4 2019 Feb 07, 2020	BUY	N/A	2,619 Added 8.32%	34,079 $0
Q3 2019 Nov 08, 2019	BUY	N/A	4,549 Added 16.9%	31,460 $0
Q2 2019 Aug 12, 2019	BUY	N/A	4,588 Added 20.55%	26,911 $0
Q1 2019 May 10, 2019	BUY	N/A	22,323 New	22,323 $0

Others Institutions Holding SHAG

# of Institutions

31

Shares Held

413K

Call Options Held

0

Put Options Held

0

About WISDOMTREE YIELD ENHANCED U.S.

Ticker SHAG

More about SHAG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.