Advocacy Wealth Management Services, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Advocacy Wealth Management Services, LLC

$1.07 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 02, 2020	SELL	N/A	-1,045 Reduced 49.98%	1,046 $37,000
Q3 2017 Oct 13, 2017	BUY	N/A	2,091	2,091 $104,000

Others Institutions Holding DOL

# of Institutions

94

Shares Held

8.17M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.78M
Shares

$144 Million
0.16% of portfolio
Huntington National Bank Columbus, OH

876K
Shares

$45.3 Million
0.37% of portfolio
Morgan Stanley New York, NY

501K
Shares

$25.9 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

372K
Shares

$19.3 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$18.8 Million
0.05% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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