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

Surevest, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 16, 2020	SELL	$22.51 - $42.68 $1.17 Million - $2.21 Million	-51,766 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$37.75 - $42.41 $68,629 - $77,101	-1,818 Reduced 3.39%	51,766 $2.18 Million
Q3 2019 Oct 15, 2019	BUY	$39.14 - $40.36 $47,202 - $48,674	1,206 Added 2.3%	53,584 $2.11 Million
Q2 2019 Jul 10, 2019	BUY	N/A	3,448 Added 7.05%	52,378 $2.1 Million
Q1 2019 Apr 09, 2019	BUY	N/A	15,973 Added 48.47%	48,930 $1.93 Million
Q4 2018 Feb 20, 2019	BUY	N/A	32,957 New	32,957 $1.13 Million

159

8.4M

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