Evoke Wealth, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$47.54 - $50.87 $7,416 - $7,935	-156 Reduced 4.49%	3,315 $157,000
Q2 2021 Aug 05, 2021	BUY	$47.77 - $51.41 $165,809 - $178,444	3,471 New	3,471 $171,000

Others Institutions Holding DOL

# of Institutions

95

Shares Held

8.12M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.72M
Shares

$137 Million
0.15% of portfolio
Huntington National Bank Columbus, OH

811K
Shares

$40.8 Million
0.32% of portfolio
Morgan Stanley New York, NY

557K
Shares

$28 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$18.2 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

340K
Shares

$17.1 Million
0.0% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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