Aprio Wealth Management, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Aprio Wealth Management, LLC

$577 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 11, 2021	SELL	$39.37 - $46.23 $281,416 - $330,452	-7,148 Closed	0 $0
Q2 2020 Jul 20, 2020	BUY	$35.15 - $43.29 $251,252 - $309,436	7,148 New	7,148 $292,000

Others Institutions Holding DOL

# of Institutions

95

Shares Held

8.12M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.72M
Shares

$137 Million
0.15% of portfolio
Huntington National Bank Columbus, OH

811K
Shares

$40.7 Million
0.32% of portfolio
Morgan Stanley New York, NY

557K
Shares

$28 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$18.2 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

340K
Shares

$17.1 Million
0.0% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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