Destiny Wealth Partners, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Destiny Wealth Partners, LLC

$547 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 28, 2021	BUY	N/A	1,174 New	1,174 $56,000
Q2 2021 Jul 27, 2021	SELL	N/A	-1,174 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	N/A	1,174 New	1,174 $54,000

Others Institutions Holding DOL

# of Institutions

94

Shares Held

8.17M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.78M
Shares

$143 Million
0.16% of portfolio
Huntington National Bank Columbus, OH

876K
Shares

$45.1 Million
0.37% of portfolio
Morgan Stanley New York, NY

501K
Shares

$25.8 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

372K
Shares

$19.2 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$18.6 Million
0.05% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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