United Capital Financial Advisers, LLC Wisdomtree U.S. Smallcap Fund Transaction History

United Capital Financial Advisers, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 17, 2021	SELL	$30.25 - $39.21 $1.16 Million - $1.5 Million	-38,356 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$26.86 - $32.12 $26,134 - $31,252	-973 Reduced 2.47%	38,356 $1.15 Million
Q2 2020 Aug 13, 2020	SELL	$20.39 - $32.74 $16,617 - $26,683	-815 Reduced 2.03%	39,329 $1.12 Million
Q1 2020 May 15, 2020	BUY	$19.73 - $38.37 $167,211 - $325,185	8,475 Added 26.76%	40,144 $896,000
Q4 2019 Feb 14, 2020	SELL	$34.15 - $38.59 $717 - $810	-21 Reduced 0.07%	31,669 $1.22 Million
Q3 2019 Nov 14, 2019	BUY	$35.04 - $36.72 $6,272 - $6,572	179 Added 0.57%	31,690 $1.13 Million
Q2 2019 Aug 13, 2019	BUY	N/A	365 Added 1.17%	31,511 $1.13 Million
Q1 2019 May 14, 2019	SELL	N/A	-4,282 Reduced 12.09%	31,146 $1.13 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-1,952 Reduced 5.22%	35,428 $1.14 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-1,190 Reduced 3.09%	37,380 $1.49 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-289 Reduced 0.74%	38,570 $1.49 Million
Q1 2018 May 15, 2018	SELL	N/A	-1,212 Reduced 3.02%	38,859 $1.39 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-238 Reduced 0.59%	40,071 $1.45 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-12,088 Reduced 23.07%	40,309 $1.41 Million
Q2 2017 Aug 14, 2017	BUY	N/A	52,397	52,397 $1.72 Million

153

7.2M

9.7K

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