Wealthsource Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 12, 2020	SELL	$15.92 - $28.87 $156,493 - $283,792	-9,830 Closed	0 $0
Q3 2019 Nov 15, 2019	SELL	$26.76 - $27.89 $1,605 - $1,673	-60 Reduced 0.61%	9,830 $269,000
Q2 2019 Aug 09, 2019	SELL	N/A	-5,100 Reduced 34.02%	9,890 $268,000
Q4 2018 Feb 06, 2019	SELL	N/A	-6,800 Reduced 31.21%	14,990 $368,000
Q3 2018 Nov 13, 2018	BUY	N/A	4,000 Added 22.48%	21,790 $647,000
Q2 2018 Aug 14, 2018	BUY	N/A	787 Added 4.63%	17,790 $527,000
Q1 2018 Apr 16, 2018	BUY	N/A	8,405 Added 97.76%	17,003 $466,000
Q1 2018 Apr 16, 2018	SELL	N/A	-9,971 Reduced 53.7%	8,598 $693,000
Q4 2017 Feb 16, 2018	BUY	N/A	15,170 Added 446.31%	18,569 $539,000
Q3 2017 Nov 20, 2017	SELL	N/A	-6,496 Reduced 65.65%	3,399 $286,000
Q2 2017 Aug 16, 2017	BUY	N/A	9,895	9,895 $796,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR U.S. SMALLCAP DI

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