Avantax Advisory Services, Inc. Wisdomtree Tr Intl Largecap Di Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	SELL	$43.94 - $49.34 $18,542 - $20,821	-422 Reduced 3.55%	11,482 $565,000
Q3 2023 Nov 07, 2023	BUY	$45.36 - $48.51 $1,224 - $1,309	27 Added 0.23%	11,904 $543,000
Q2 2023 Aug 11, 2023	SELL	$45.64 - $48.69 $13,965 - $14,899	-306 Reduced 2.51%	11,877 $560,000
Q4 2022 Feb 13, 2023	SELL	$37.25 - $45.18 $45,333 - $54,984	-1,217 Reduced 9.08%	12,183 $536,000
Q2 2022 Aug 02, 2022	BUY	$41.84 - $49.19 $28,325 - $33,301	677 Added 5.32%	13,400 $561,000
Q3 2021 Oct 21, 2021	BUY	$47.54 - $50.87 $57,856 - $61,908	1,217 Added 10.58%	12,723 $605,000
Q4 2020 Jan 22, 2021	SELL	$39.37 - $46.23 $173,936 - $204,244	-4,418 Reduced 27.74%	11,506 $529,000
Q3 2020 Oct 14, 2020	BUY	$40.75 - $43.59 $161,940 - $173,226	3,974 Added 33.26%	15,924 $657,000
Q4 2019 Feb 14, 2020	BUY	$44.62 - $49.28 $533,209 - $588,896	11,950 New	11,950 $586,000

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

$134 Million
0.15% of portfolio
Huntington National Bank Columbus, OH

811K
Shares

$40 Million
0.32% of portfolio
Morgan Stanley New York, NY

557K
Shares

$27.4 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$17.9 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

340K
Shares

$16.8 Million
0.0% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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