Capital Advisors, Ltd. LLC Wisdomtree Tr Transaction History

Capital Advisors, Ltd. LLC

$759 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 20, 2018	SELL	N/A	-3,488 Closed	0 $0
Q4 2017 Jan 16, 2018	BUY	N/A	3,488	3,488 $155,000

Others Institutions Holding DTH

# of Institutions

85

Shares Held

5.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.39M
Shares

$61.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

646K
Shares

$28.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

618K
Shares

$27.2 Million
0.0% of portfolio
Mariner, LLC Overland Park, KS

285K
Shares

$12.5 Million
0.02% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

220K
Shares

$9.69 Million
0.0% of portfolio

About WISDOMTREE TR

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