Wilbanks Smith & Thomas Asset Management LLC Wisdomtree Bloomberg U.S. Doll Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 11, 2021	SELL	$24.91 - $25.83 $540,522 - $560,485	-21,699 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$25.02 - $26.63 $542,908 - $577,844	21,699 New	21,699 $543,000

Others Institutions Holding USDU

# of Institutions

Shares Held

6.3M

Call Options Held

10.8K

Put Options Held

1.6K

3 Edge Asset Management, LP

1.68M
Shares

$44 Million
3.2% of portfolio
Gen Wealth Group, Inc.

583K
Shares

$15.3 Million
3.54% of portfolio
Osborne Partners Capital Management, LLC

473K
Shares

$12.4 Million
0.75% of portfolio
Lpl Financial LLC Fort Mill, SC

434K
Shares

$11.4 Million
0.01% of portfolio
Envestnet Asset Management Inc

283K
Shares

$7.42 Million
0.0% of portfolio

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