Equitable Holdings, Inc. Wisdomtree Tr Transaction History

Equitable Holdings, Inc.

$9.9 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 11, 2021	SELL	$53.08 - $56.66 $238,860 - $254,969	-4,500 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$50.35 - $53.3 $28,699 - $30,381	-570 Reduced 11.24%	4,500 $237,000
Q4 2020 Feb 09, 2021	SELL	$43.68 - $50.9 $5,023 - $5,853	-115 Reduced 2.22%	5,070 $257,000
Q3 2020 Nov 13, 2020	SELL	$44.37 - $47.42 $151,124 - $161,512	-3,406 Reduced 39.65%	5,185 $236,000
Q2 2020 Aug 13, 2020	BUY	$37.7 - $47.21 $76,003 - $95,175	2,016 Added 30.66%	8,591 $380,000
Q1 2020 May 15, 2020	SELL	$34.55 - $53.86 $2.21 Million - $3.45 Million	-64,011 Reduced 90.69%	6,575 $260,000
Q4 2019 Feb 18, 2020	BUY	$48.34 - $53.77 $3.41 Million - $3.8 Million	70,586 New	70,586 $3.78 Million

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$58 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.9 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.4 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.6 Million
0.0% of portfolio

About WISDOMTREE TR

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