Blue Chip Partners, Inc. Wisdomtree Tr Intl Largecap Di Transaction History

Blue Chip Partners, Inc.

$1.15 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 08, 2020	SELL	$32.2 - $49.37 $212,165 - $325,298	-6,589 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	$44.62 - $49.28 $60,549 - $66,872	-1,357 Reduced 17.08%	6,589 $323,000
Q3 2019 Oct 29, 2019	SELL	$45.78 - $46.76 $13,367 - $13,653	-292 Reduced 3.54%	7,946 $365,000
Q2 2019 Jul 31, 2019	SELL	N/A	-4 Reduced 0.05%	8,238 $388,000
Q1 2019 Apr 23, 2019	SELL	N/A	-895 Reduced 9.8%	8,242 $382,000
Q4 2018 Feb 05, 2019	SELL	N/A	-12,142 Reduced 57.06%	9,137 $389,000
Q3 2018 Oct 26, 2018	SELL	N/A	-3,993 Reduced 15.8%	21,279 $1.03 Million
Q2 2018 Jul 25, 2018	SELL	N/A	-348 Reduced 1.36%	25,272 $1.21 Million
Q1 2018 Apr 25, 2018	SELL	N/A	-1,986 Reduced 7.19%	25,620 $1.28 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-395 Reduced 1.41%	27,606 $1.4 Million
Q3 2017 Nov 07, 2017	SELL	N/A	-23,868 Reduced 46.02%	28,001 $1.39 Million
Q2 2017 Aug 07, 2017	BUY	N/A	51,869	51,869 $2.45 Million

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

$40.8 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

About WISDOMTREE TR INTL LARGECAP DI

Ticker DOL
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Chip Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Blue Chip Partners, Inc. with notifications on news.