Surevest, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Surevest, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 16, 2020	SELL	$19.73 - $38.37 $1.52 Million - $2.95 Million	-76,930 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	$34.15 - $38.59 $151,318 - $170,992	4,431 Added 6.11%	76,930 $2.96 Million
Q3 2019 Oct 15, 2019	BUY	$35.04 - $36.72 $204,808 - $214,628	5,845 Added 8.77%	72,499 $2.58 Million
Q2 2019 Jul 10, 2019	BUY	N/A	610 Added 0.92%	66,654 $2.39 Million
Q1 2019 Apr 09, 2019	BUY	N/A	19,304 Added 41.3%	66,044 $2.39 Million
Q4 2018 Feb 20, 2019	BUY	N/A	46,740 New	46,740 $1.5 Million

153

7.2M

9.7K

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