Connecticut Wealth Management, LLC Wisdomtree Tr U.S Total Divide Put Options Transaction History

Connecticut Wealth Management, LLC

$1.88 Billion
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DTD

# of Institutions

193

Shares Held

8.56M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.03M
Shares

$144 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.09M
Shares

$77.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

610K
Shares

$43.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

373K
Shares

$26.4 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

310K
Shares

$22 Million
0.05% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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