Aj Wealth Strategies, LLC Wisdomtree Tr Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 19, 2018	SELL	N/A	-11,100 Closed	0 $0
Q4 2016 Jul 19, 2018	BUY	N/A	11,100	11,100 $423,000

Others Institutions Holding DTH

# of Institutions

81

Shares Held

5.47M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$51.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

649K
Shares

$24.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

585K
Shares

$22 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

330K
Shares

$12.4 Million
3.27% of portfolio
Mariner, LLC Overland Park, KS

192K
Shares

$7.2 Million
0.01% of portfolio

About WISDOMTREE TR

Ticker DTH
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