Sowell Financial Services LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	SELL	$27.79 - $30.65 $30,068 - $33,163	-1,082 Reduced 8.98%	10,965 $309,000
Q2 2023 Aug 14, 2023	BUY	$26.6 - $29.16 $320,450 - $351,290	12,047 New	12,047 $346,000
Q4 2022 Feb 09, 2023	BUY	$26.29 - $30.5 $19,480 - $22,600	741 Added 6.17%	12,745 $362,000
Q3 2022 Nov 15, 2022	BUY	$25.74 - $31.54 $308,982 - $378,606	12,004 New	12,004 $309,000
Q1 2022 May 13, 2022	SELL	$30.79 - $33.49 $335,672 - $365,107	-10,902 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$30.94 - $33.79 $337,307 - $368,378	10,902 New	10,902 $358,000
Q3 2021 Nov 04, 2021	SELL	$30.22 - $32.27 $3.49 Million - $3.73 Million	-115,440 Closed	0 $0
Q2 2021 Aug 05, 2021	BUY	$31.27 - $33.51 $206,663 - $221,467	6,609 Added 6.07%	115,440 $3.68 Million
Q1 2021 May 07, 2021	BUY	$26.31 - $32.55 $2.73 Million - $3.38 Million	103,847 Added 2083.61%	108,831 $3.59 Million
Q4 2020 Jan 13, 2021	BUY	$21.26 - $26.81 $36,694 - $46,274	1,726 Added 52.98%	4,984 $133,000
Q3 2020 Nov 12, 2020	SELL	$20.09 - $23.24 $43,514 - $50,337	-2,166 Reduced 39.93%	3,258 $69,000
Q2 2020 Aug 13, 2020	SELL	$16.54 - $23.54 $32,881 - $46,797	-1,988 Reduced 26.82%	5,424 $115,000
Q1 2020 May 12, 2020	SELL	$15.92 - $28.87 $5,492 - $9,960	-345 Reduced 4.45%	7,412 $134,000
Q4 2019 Feb 07, 2020	SELL	$26.28 - $28.79 $3,285 - $3,598	-125 Reduced 1.59%	7,757 $0
Q3 2019 Nov 14, 2019	SELL	$26.76 - $27.89 $208,406 - $217,207	-7,788 Reduced 49.7%	7,882 $216,000
Q1 2019 May 15, 2019	SELL	N/A	-1,214 Reduced 7.19%	15,670 $0
Q4 2018 Mar 05, 2019	BUY	N/A	16,884 New	16,884 $414,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR U.S. SMALLCAP DI

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