Heck Capital Advisors, LLC Wisdomtree Tr Transaction History

Heck Capital Advisors, LLC

$1.29 Trillion
Q3 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 May 19, 2025	SELL	$22.59 - $27.83 $1,129 - $1,391	-50 Closed	0 $0
Q1 2022 May 19, 2025	BUY	$28.35 - $34.61 $1,417 - $1,730	50 New	50 $1.56 Million
Q4 2021 May 19, 2025	SELL	$32.05 - $34.49 $123,328 - $132,717	-3,848 Reduced 2.24%	167,755 $5.77 Billion
Q3 2021 May 19, 2025	BUY	$32.13 - $35.36 $211,029 - $232,244	6,568 Added 3.98%	171,603 $5.51 Billion
Q2 2021 May 19, 2025	BUY	$31.61 - $34.94 $328,554 - $363,166	10,394 Added 6.72%	165,035 $5.56 Billion

Q1 2021 May 19, 2025	BUY	$30.13 - $31.61 $446,315 - $468,238	14,813 Added 10.59%	154,641 $4.84 Billion
Q4 2020 May 19, 2025	SELL	$26.0 - $30.71 $151,684 - $179,162	-5,834 Reduced 4.01%	139,828 $4.25 Billion
Q3 2020 May 19, 2025	BUY	$25.87 - $28.63 $3.77 Million - $4.17 Million	145,662 New	145,662 $4.03 Billion
Q2 2020 May 19, 2025	BUY	$21.16 - $26.32 $4.8 Million - $5.97 Million	226,760 New	226,760 $5.84 Billion

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