Principal Financial Group Inc Wisdom Tree Investments, Inc. Transaction History

Principal Financial Group Inc

$1.66 Trillion
Q3 2024

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	N/A	150,257 Added 26.9%	708,842 $3.87 Million
Q2 2024 Jul 29, 2024	SELL	N/A	-20,608 Reduced 3.56%	558,585 $3.05 Million
Q1 2024 Apr 29, 2024	BUY	N/A	1,542 Added 0.27%	579,193 $3.16 Million
Q4 2023 Feb 07, 2024	SELL	N/A	-36,467 Reduced 5.94%	577,651 $3.15 Million
Q3 2023 Nov 02, 2023	SELL	N/A	-35,352 Reduced 5.44%	614,118 $3.35 Million
Q2 2023 Aug 07, 2023	SELL	N/A	-26,059 Reduced 3.86%	649,470 $3.55 Million
Q1 2023 May 09, 2023	SELL	$5.46 - $5.57 $78,962 - $80,553	-14,462 Reduced 2.1%	675,529 $3.69 Million
Q4 2022 Feb 09, 2023	SELL	$0.0 - $5.54 $0 - $33,284	-6,008 Reduced 0.86%	689,991 $3.76 Million
Q3 2022 Nov 09, 2022	BUY	$4.68 - $5.46 $3,739 - $4,362	799 Added 0.11%	695,999 $3.26 Million
Q2 2022 Aug 10, 2022	SELL	$4.98 - $6.29 $228,113 - $288,119	-45,806 Reduced 6.18%	695,200 $3.53 Million
Q1 2022 May 09, 2022	SELL	$5.16 - $6.49 $21,357 - $26,862	-4,139 Reduced 0.56%	741,006 $4.35 Million
Q4 2021 Feb 09, 2022	SELL	$5.42 - $6.86 $114,394 - $144,787	-21,106 Reduced 2.75%	745,145 $4.56 Million
Q3 2021 Nov 09, 2021	SELL	$5.55 - $6.55 $171,223 - $202,074	-30,851 Reduced 3.87%	766,251 $4.35 Million
Q2 2021 Aug 10, 2021	BUY	$6.15 - $7.27 $65,386 - $77,294	10,632 Added 1.35%	797,102 $4.94 Million
Q1 2021 May 10, 2021	BUY	$5.26 - $6.36 $99,129 - $119,860	18,846 Added 2.46%	786,470 $4.92 Million
Q4 2020 Feb 08, 2021	SELL	$3.25 - $5.51 $152,243 - $258,110	-46,844 Reduced 5.75%	767,624 $4.11 Million
Q3 2020 Nov 06, 2020	SELL	$3.09 - $4.29 $278,192 - $386,228	-90,030 Reduced 9.95%	814,468 $2.61 Million
Q2 2020 Aug 05, 2020	BUY	$2.27 - $3.77 $21,655 - $35,965	9,540 Added 1.07%	904,498 $3.14 Million
Q1 2020 May 12, 2020	SELL	$2.04 - $5.15 $75,498 - $190,596	-37,009 Reduced 3.97%	894,958 $2.09 Million
Q4 2019 Feb 05, 2020	BUY	$4.57 - $5.37 $10,282 - $12,082	2,250 Added 0.24%	931,967 $4.51 Million
Q3 2019 Nov 13, 2019	SELL	$4.62 - $6.46 $121,464 - $169,839	-26,291 Reduced 2.75%	929,717 $4.86 Million
Q2 2019 Aug 12, 2019	BUY	$6.01 - $7.86 $50,964 - $66,652	8,480 Added 0.89%	956,008 $5.9 Million
Q1 2019 May 10, 2019	SELL	$5.93 - $7.99 $73,970 - $99,667	-12,474 Reduced 1.3%	947,528 $6.69 Million
Q4 2018 Feb 14, 2019	SELL	$6.18 - $8.4 $12,916 - $17,556	-2,090 Reduced 0.22%	960,002 $6.38 Million
Q3 2018 Nov 14, 2018	BUY	$7.83 - $9.68 $331,381 - $409,676	42,322 Added 4.6%	962,092 $8.16 Million
Q2 2018 Aug 13, 2018	BUY	$8.72 - $11.66 $182,064 - $243,449	20,879 Added 2.32%	919,770 $0
Q1 2018 May 14, 2018	BUY	$8.94 - $13.23 $220,692 - $326,595	24,686 Added 2.82%	898,891 $8.24 Million
Q4 2017 Feb 13, 2018	SELL	$10.27 - $12.66 $70,472 - $86,872	-6,862 Reduced 0.78%	874,205 $11 Million
Q3 2017 Nov 02, 2017	BUY	$8.76 - $10.57 $7.72 Million - $9.31 Million	881,067	881,067 $8.97 Million

Others Institutions Holding WETF

# of Institutions

235

Shares Held

117M

Call Options Held

22.3K

Put Options Held

49.7K

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About WisdomTree Investments, Inc.

Ticker WETF
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 146,584,992
Market Cap $800M
Description
WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of Wisd...

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