Mackenzie Financial Corp Wisdomtree, Inc. Transaction History

Mackenzie Financial Corp

$77.1 Billion
Q3 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	SELL	N/A	-15,649 Reduced 20.12%	62,115 $339,000
Q4 2024 Feb 14, 2025	BUY	N/A	56,552 Added 266.6%	77,764 $424,000
Q3 2024 Nov 13, 2024	BUY	N/A	531 Added 2.57%	21,212 $115,000
Q2 2024 Aug 14, 2024	SELL	N/A	-196 Reduced 0.94%	20,681 $112,000
Q1 2024 May 10, 2024	BUY	N/A	20,877 New	20,877 $113,000

Q3 2023 Oct 25, 2023	BUY	N/A	23,120 New	23,120 $126,000
Q4 2022 Feb 14, 2023	BUY	N/A	28,382 New	28,382 $154,000
Q2 2022 Aug 10, 2022	BUY	N/A	1,743 Added 3.95%	45,915 $233,000
Q1 2022 May 13, 2022	BUY	N/A	368 Added 0.84%	44,172 $259,000
Q4 2021 Feb 14, 2022	SELL	N/A	-840 Reduced 1.88%	43,804 $268,000
Q3 2021 Nov 08, 2021	BUY	N/A	3,338 Added 8.08%	44,644 $253,000
Q2 2021 Aug 11, 2021	BUY	N/A	41,306 New	41,306 $256,000
Q4 2018 Feb 06, 2019	SELL	N/A	-393,200 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	263,200 Added 202.46%	393,200 $3.61 Million
Q4 2017 Feb 13, 2018	BUY	N/A	130,000	130,000 $1.63 Million

Others Institutions Holding WT

# of Institutions

1

Shares Held

75

Call Options Held

0

Put Options Held

0

Lake Point Wealth Management

75
Shares

$0
0.0% of portfolio

About WISDOMTREE, INC.

Ticker WT

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