Balboa Wealth Partners Wisdomtree Tr Transaction History

Balboa Wealth Partners

$369 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$37.09 - $39.82 $188,751 - $202,643	5,089 New	5,089 $201,000
Q1 2023 May 11, 2023	BUY	$35.99 - $39.12 $208,094 - $226,191	5,782 New	5,782 $217,000

Others Institutions Holding DTH

# of Institutions

82

Shares Held

5.39M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$56.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

624K
Shares

$25.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

398K
Shares

$16.2 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

326K
Shares

$13.3 Million
3.24% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

199K
Shares

$8.1 Million
0.09% of portfolio

About WISDOMTREE TR

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