Surevest, LLC WISDOMTREE TR Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 16, 2020
SELL
N/A
-49,683 Closed
0 $0
Q4 2019

Jan 14, 2020
SELL
N/A
-7,979 Reduced 13.84%
49,683 $1.39 Million
Q3 2019

Oct 15, 2019
BUY
N/A
1,175 Added 2.08%
57,662 $1.6 Million
Q2 2019

Jul 10, 2019
BUY
N/A
8,273 Added 17.16%
56,487 $1.56 Million
Q1 2019

Apr 09, 2019
BUY
N/A
869 Added 1.84%
48,214 $1.42 Million
Q4 2018

Feb 20, 2019
BUY
N/A
47,345 New
47,345 $1.37 Million
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