United Capital Financial Advisers, LLC Wisdomtree Yield Enhanced U.S. Transaction History

United Capital Financial Advisers, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$40.67 - $44.21 $8,947 - $9,726	-220 Reduced 4.44%	4,733 $208,000
Q3 2023 Nov 14, 2023	SELL	$41.45 - $43.41 $16,372 - $17,146	-395 Reduced 7.39%	4,953 $205,000
Q2 2023 Aug 14, 2023	BUY	$42.79 - $44.17 $228,840 - $236,221	5,348 New	5,348 $230,000
Q3 2022 Nov 14, 2022	BUY	$41.91 - $46.15 $201,838 - $222,258	4,816 New	4,816 $203,000
Q2 2022 Aug 11, 2022	SELL	$43.6 - $47.89 $222,098 - $243,951	-5,094 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$47.38 - $51.33 $671,516 - $727,500	-14,173 Reduced 73.56%	5,094 $244,000
Q4 2021 Feb 14, 2022	SELL	$51.35 - $52.36 $143,882 - $146,712	-2,802 Reduced 12.7%	19,267 $996,000
Q3 2021 Nov 15, 2021	SELL	$51.92 - $53.01 $63,861 - $65,202	-1,230 Reduced 5.28%	22,069 $1.15 Million
Q2 2021 Aug 13, 2021	SELL	$51.34 - $52.27 $50,672 - $51,590	-987 Reduced 4.06%	23,299 $1.22 Million
Q1 2021 May 14, 2021	SELL	$51.09 - $53.61 $283,498 - $297,481	-5,549 Reduced 18.6%	24,286 $1.24 Million
Q4 2020 Feb 17, 2021	BUY	$53.28 - $53.95 $4,955 - $5,017	93 Added 0.31%	29,835 $1.6 Million
Q3 2020 Nov 13, 2020	BUY	$53.76 - $54.71 $1.07 Million - $1.09 Million	19,866 Added 201.15%	29,742 $1.6 Million
Q2 2020 Aug 13, 2020	BUY	$51.53 - $53.82 $13,552 - $14,154	263 Added 2.74%	9,876 $532,000
Q1 2020 May 15, 2020	BUY	$47.17 - $54.55 $188,727 - $218,254	4,001 Added 71.29%	9,613 $497,000
Q4 2019 Feb 14, 2020	BUY	$51.78 - $52.68 $290,589 - $295,640	5,612 New	5,612 $293,000

164

20.4M

2.4K

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