Yousif Capital Management, LLC Wisdomtree, Inc. Transaction History

Yousif Capital Management, LLC

$8.75 Billion
Q4 2024

A detailed history of Yousif Capital Management, LLC transactions in Wisdomtree, Inc. stock. As of the latest transaction made, Yousif Capital Management, LLC holds 43,745 shares of WT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

43,745

Previous 45,029 2.85%

Holding current value

Previous $245,000 2.86%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	N/A	-1,284 Reduced 2.85%	43,745 $238,000
Q3 2024 Oct 30, 2024	BUY	N/A	86 Added 0.19%	45,029 $245,000
Q2 2024 Jul 31, 2024	SELL	N/A	-5,317 Reduced 10.58%	44,943 $245,000
Q1 2024 Apr 26, 2024	SELL	N/A	-10,763 Reduced 17.64%	50,260 $274,000
Q4 2023 Feb 01, 2024	BUY	N/A	3,837 Added 6.71%	61,023 $333,000
Q3 2023 Oct 30, 2023	SELL	N/A	-3,160 Reduced 5.24%	57,186 $312,000
Q2 2023 Aug 02, 2023	SELL	N/A	-2,470 Reduced 3.93%	60,346 $329,000
Q1 2023 May 02, 2023	SELL	N/A	-7,555 Reduced 10.74%	62,816 $342,000
Q4 2022 Jan 09, 2023	SELL	N/A	-18,220 Reduced 20.57%	70,371 $0
Q3 2022 Nov 04, 2022	SELL	N/A	-538 Reduced 0.6%	88,591 $415,000
Q2 2022 Aug 01, 2022	SELL	N/A	-9,925 Reduced 10.02%	89,129 $452,000
Q1 2022 May 12, 2022	SELL	N/A	-970 Reduced 0.97%	99,054 $581,000
Q4 2021 Jan 31, 2022	BUY	N/A	100,024 New	100,024 $612,000

Others Institutions Holding WT

# of Institutions

Shares Held

Call Options Held

Put Options Held

Lake Point Wealth Management

75
Shares

$0
0.0% of portfolio

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Yousif Capital Management, LLC Wisdomtree, Inc. Transaction History