Insight Wealth Strategies, LLC Wisdomtree Tr Europe Smallcap Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 05, 2021	SELL	$50.23 - $64.84 $218,148 - $281,600	-4,343 Closed	0 $0
Q3 2020 Oct 29, 2020	SELL	$49.71 - $55.59 $16,752 - $18,733	-337 Reduced 7.2%	4,343 $231,000
Q2 2020 Jul 31, 2020	BUY	$38.78 - $53.28 $181,490 - $249,350	4,680 New	4,680 $232,000
Q1 2020 Apr 21, 2020	SELL	$35.16 - $65.92 $164,689 - $308,769	-4,684 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$54.14 - $65.35 $1,353 - $1,633	25 Added 0.54%	4,684 $306,000
Q3 2019 Nov 06, 2019	SELL	$55.58 - $57.84 $76,700 - $79,819	-1,380 Reduced 22.85%	4,659 $260,000
Q2 2019 Aug 06, 2019	BUY	N/A	111 Added 1.87%	6,039 $352,000
Q1 2019 Apr 24, 2019	BUY	N/A	1,386 Added 30.52%	5,928 $346,000
Q4 2018 Feb 12, 2019	BUY	N/A	4,542 New	4,542 $242,000

Others Institutions Holding DFE

# of Institutions

59

Shares Held

695K

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR EUROPE SMALLCAP

Ticker DFE
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