Baird Financial Group, Inc. Wisdomtree Tr Intl Largecap Di Transaction History

Baird Financial Group, Inc.

$50.2 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$44.28 - $47.87 $309 - $335	-7 Reduced 0.12%	5,716 $266,000
Q3 2022 Nov 14, 2022	BUY	$37.03 - $43.77 $3,628 - $4,289	98 Added 1.57%	6,348 $238,000
Q2 2022 Aug 08, 2022	SELL	$41.84 - $49.19 $19,037 - $22,381	-455 Reduced 6.79%	6,250 $262,000
Q1 2022 May 13, 2022	SELL	$44.79 - $51.16 $12,227 - $13,966	-273 Reduced 3.91%	6,705 $326,000
Q4 2021 Feb 09, 2022	BUY	$46.91 - $49.68 $46 - $49	1 Added 0.01%	6,978 $345,000
Q3 2021 Nov 12, 2021	SELL	$47.54 - $50.87 $5,039 - $5,392	-106 Reduced 1.5%	6,977 $332,000
Q2 2021 Aug 11, 2021	SELL	$47.77 - $51.41 $19,490 - $20,975	-408 Reduced 5.45%	7,083 $350,000
Q1 2021 May 13, 2021	SELL	$45.63 - $48.02 $96,598 - $101,658	-2,117 Reduced 22.03%	7,491 $355,000
Q4 2020 Feb 11, 2021	BUY	$39.37 - $46.23 $5,157 - $6,056	131 Added 1.38%	9,608 $441,000
Q3 2020 Nov 12, 2020	BUY	$40.75 - $43.59 $43,439 - $46,466	1,066 Added 12.67%	9,477 $392,000
Q2 2020 Oct 22, 2020	SELL	$35.15 - $43.29 $66,609 - $82,034	-1,895 Reduced 18.39%	8,411 $343,000
Q2 2020 Aug 14, 2020	BUY	$35.15 - $43.29 $22,706 - $27,965	646 Added 6.69%	10,306 $505,000
Q1 2020 May 14, 2020	SELL	$32.2 - $49.37 $20,253 - $31,053	-629 Reduced 6.11%	9,660 $357,000
Q4 2019 Feb 14, 2020	BUY	$44.62 - $49.28 $85,536 - $94,469	1,917 Added 22.9%	10,289 $504,000
Q3 2019 Nov 14, 2019	BUY	$45.78 - $46.76 $2,014 - $2,057	44 Added 0.53%	8,372 $385,000
Q2 2019 Aug 14, 2019	BUY	N/A	1,831 Added 28.18%	8,328 $392,000
Q1 2019 May 14, 2019	BUY	N/A	6,497 New	6,497 $301,000
Q4 2018 Feb 14, 2019	SELL	N/A	-6,864 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	218 Added 3.28%	6,864 $331,000
Q2 2018 Aug 13, 2018	BUY	N/A	6,646 New	6,646 $318,000

Others Institutions Holding DOL

# of Institutions

Shares Held

8.12M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

2.72M
Shares

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

811K
Shares

$40.8 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

View Full List

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