Claro Advisors LLC Wisdomtree Tr Intl Quality Div Transaction History

Claro Advisors LLC

$706 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	BUY	$34.97 - $38.38 $7,833 - $8,597	224 Added 1.71%	13,329 $507,000
Q4 2023 Jan 22, 2024	BUY	$30.58 - $36.39 $400,750 - $476,890	13,105 New	13,105 $475,000

Others Institutions Holding IQDG

# of Institutions

125

Shares Held

20.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.56M
Shares

$123 Million
0.01% of portfolio
One Capital Management, LLC Westlake Village, CA

2.49M
Shares

$86.1 Million
3.31% of portfolio
Bank Of America Corp Charlotte, NC

2.4M
Shares

$83.2 Million
0.01% of portfolio
Hennion & Walsh Asset Management, Inc.

1.33M
Shares

$46.1 Million
2.53% of portfolio
Trilogy Capital Inc.

1.15M
Shares

$39.9 Million
2.34% of portfolio

About WISDOMTREE TR INTL QUALITY DIV

Ticker IQDG
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