Summit Financial, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$58.15 - $63.87 $2,733 - $3,001	47 Added 0.77%	6,151 $374,000
Q4 2022 Feb 07, 2023	SELL	$50.78 - $59.46 $20,769 - $24,319	-409 Reduced 6.28%	6,104 $353,000
Q3 2022 Nov 15, 2022	BUY	$51.06 - $62.46 $62,037 - $75,888	1,215 Added 22.93%	6,513 $335 Million
Q2 2022 Aug 12, 2022	BUY	$58.38 - $69.47 $5,020 - $5,974	86 Added 1.65%	5,298 $0
Q1 2022 May 10, 2022	SELL	$64.07 - $74.35 $31,138 - $36,134	-486 Reduced 8.53%	5,212 $0
Q4 2021 Feb 07, 2022	BUY	$70.11 - $76.05 $54,335 - $58,938	775 Added 15.74%	5,698 $0
Q3 2021 Nov 08, 2021	BUY	$72.88 - $79.21 $1,384 - $1,504	19 Added 0.39%	4,923 $0
Q2 2021 Aug 06, 2021	BUY	$73.07 - $77.75 $33,100 - $35,220	453 Added 10.18%	4,904 $0
Q1 2021 May 03, 2021	BUY	$67.48 - $73.47 $69,234 - $75,380	1,026 Added 29.96%	4,451 $0
Q4 2020 Feb 09, 2021	BUY	$58.19 - $68.24 $199,300 - $233,721	3,425 New	3,425 $0

Others Institutions Holding DLS

# of Institutions

204

Shares Held

5.32M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR INTL SMALL CAP D

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