Wade G W & Inc Wisdomtree Tr Transaction History

Wade G W & Inc

$3.08 Billion
Q4 2023

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 09, 2020	SELL	$44.37 - $47.42 $257,079 - $274,751	-5,794 Closed	0 $0
Q2 2020 Aug 07, 2020	SELL	$37.7 - $47.21 $164,749 - $206,307	-4,370 Reduced 42.99%	5,794 $257,000
Q1 2020 May 06, 2020	SELL	$34.55 - $53.86 $553,525 - $862,891	-16,021 Reduced 61.18%	10,164 $401,000
Q4 2019 Feb 07, 2020	SELL	$48.34 - $53.77 $47,856 - $53,232	-990 Reduced 3.64%	26,185 $1.4 Million
Q3 2019 Nov 12, 2019	BUY	$49.49 - $50.65 $58,200 - $59,564	1,176 Added 4.52%	27,175 $1.35 Million
Q2 2019 Aug 12, 2019	BUY	N/A	276 Added 1.07%	25,999 $1.33 Million
Q1 2019 May 09, 2019	BUY	N/A	229 Added 0.9%	25,723 $1.3 Million
Q4 2018 Feb 04, 2019	SELL	N/A	-5,632 Reduced 18.09%	25,494 $1.19 Million
Q3 2018 Nov 07, 2018	BUY	N/A	622 Added 2.04%	31,126 $1.65 Million
Q1 2018 May 04, 2018	BUY	N/A	134 Added 0.44%	30,504 $1.67 Million
Q4 2017 Feb 13, 2018	BUY	N/A	516 Added 1.73%	30,370 $1.69 Million
Q3 2017 Nov 09, 2017	BUY	N/A	29,854	29,854 $1.63 Million

Others Institutions Holding DWM

# of Institutions

124

Shares Held

5.9M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$57.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.6 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$20.8 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.2 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.4 Million
0.0% of portfolio

About WISDOMTREE TR

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