Syntax Advisors, LLC Wisdom Tree Investments, Inc. Transaction History

Syntax Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	N/A	-4,462 Reduced 30.81%	10,018 $54,000
Q1 2023 May 15, 2023	SELL	$5.46 - $5.57 $11,946 - $12,187	-2,188 Reduced 13.13%	14,480 $79,000
Q4 2022 Feb 14, 2023	SELL	$0.0 - $5.54 $0 - $7,711	-1,392 Reduced 7.71%	16,668 $90,000
Q3 2022 Nov 14, 2022	BUY	$4.68 - $5.46 $14,662 - $17,106	3,133 Added 20.99%	18,060 $85,000
Q2 2022 Aug 12, 2022	BUY	$4.98 - $6.29 $946 - $1,195	190 Added 1.29%	14,927 $76,000
Q1 2022 May 11, 2022	BUY	$5.16 - $6.49 $8,761 - $11,020	1,698 Added 13.02%	14,737 $87,000
Q4 2021 Feb 14, 2022	BUY	$5.42 - $6.86 $70,671 - $89,447	13,039 New	13,039 $80,000

235

117M

22.3K

49.7K

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...

Get notified when there are updates to the investment portfolio of Syntax Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Syntax Advisors, LLC with notifications on news.