Calton & Associates, Inc. Wisdomtree Tr Transaction History

Calton & Associates, Inc.

$211 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	N/A	-2,075 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	N/A	2,075	2,075 $68,000

Others Institutions Holding IHDG

# of Institutions

281

Shares Held

50.9M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.78M
Shares

$292 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.82M
Shares

$251 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.36M
Shares

$145 Million
0.01% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.7M
Shares

$73.3 Million
3.13% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.51M
Shares

$64.9 Million
0.02% of portfolio

About WISDOMTREE TR

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