Wells Fargo & Company Wisdomtree Tr Wisdomtree U.S. Transaction History

Wells Fargo & Company

$410 Billion
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	SELL	$67.26 - $75.6 $40,759 - $45,813	-606 Closed	0 $0
Q4 2023 Feb 09, 2024	BUY	$58.23 - $69.0 $35,229 - $41,745	605 Added 60500.0%	606 $41,000
Q3 2023 Nov 13, 2023	SELL	$61.07 - $65.29 $421,444 - $450,566	-6,901 Reduced 99.99%	1 $0
Q2 2023 Aug 15, 2023	BUY	$56.55 - $62.55 $56 - $62	1 Added 0.01%	6,902 $431,000
Q1 2023 May 12, 2023	BUY	$55.47 - $64.26 $298,816 - $346,168	5,387 Added 355.81%	6,901 $404,000

Q4 2022 Feb 13, 2023	BUY	$55.61 - $60.43 $55 - $60	1 Added 0.07%	1,514 $86,000
Q3 2021 Nov 15, 2021	SELL	N/A	-172 Reduced 10.21%	1,513 $90,000
Q2 2021 Aug 16, 2021	BUY	N/A	842 Added 99.88%	1,685 $101,000
Q3 2020 Nov 05, 2020	BUY	N/A	1 Added 0.12%	843 $70,000
Q2 2020 Aug 13, 2020	SELL	N/A	-7 Reduced 0.82%	842 $66,000
Q1 2020 May 14, 2020	BUY	N/A	849 New	849 $55,000

Others Institutions Holding WTV

# of Institutions

72

Shares Held

2.23M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

399K
Shares

$29.1 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

240K
Shares

$17.5 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

189K
Shares

$13.8 Million
2.85% of portfolio
Private Wealth Strategies, L.L.C.

183K
Shares

$13.3 Million
2.89% of portfolio
Envestnet Asset Management Inc

115K
Shares

$8.43 Million
0.0% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

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