All Square Wealth Management LLC Wisdomtree Tr Intl Largecap Di Transaction History

All Square Wealth Management LLC

$169 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	N/A	-1,510 Reduced 77.92%	428 $18,000
Q4 2018 Feb 13, 2019	BUY	N/A	734 Added 60.96%	1,938 $82,000
Q3 2017 Nov 06, 2017	BUY	N/A	1,204	1,204 $60,000

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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