Wealthcare Capital Management LLC Wisdomtree Tr Transaction History

Wealthcare Capital Management LLC

$978 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	SELL	$38.08 - $41.21 $8,415 - $9,107	-221 Reduced 3.83%	5,548 $212,000
Q1 2024 Apr 15, 2024	SELL	$37.09 - $39.82 $20,659 - $22,179	-557 Reduced 8.8%	5,769 $228,000
Q4 2023 Feb 08, 2024	BUY	$34.66 - $39.12 $219,259 - $247,473	6,326 New	6,326 $246,000
Q2 2021 Aug 16, 2021	SELL	$39.57 - $41.75 $33,120 - $34,944	-837 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$37.05 - $39.86 $31,010 - $33,362	837 New	837 $33,000
Q2 2020 Jul 29, 2020	SELL	$28.17 - $35.69 $25,916 - $32,834	-920 Closed	0 $0
Q3 2019 Oct 17, 2019	BUY	$38.8 - $39.95 $11,484 - $11,825	296 Added 47.44%	920 $36,000
Q2 2018 Aug 14, 2018	SELL	N/A	-161 Reduced 20.51%	624 $26,000
Q3 2017 Nov 14, 2017	BUY	N/A	785	785 $34,000

Others Institutions Holding DTH

# of Institutions

81

Shares Held

5.47M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$51.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

649K
Shares

$24.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

585K
Shares

$22 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

330K
Shares

$12.4 Million
3.27% of portfolio
Mariner, LLC Overland Park, KS

192K
Shares

$7.2 Million
0.01% of portfolio

About WISDOMTREE TR

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