Harel Insurance Investments & Financial Services Ltd. Wisdomtree Tr U.S. Midcap Divi Transaction History

Harel Insurance Investments & Financial Services Ltd.

$5.8 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 25, 2021	SELL	$40.05 - $43.23 $40,050 - $43,230	-1,000 Reduced 18.18%	4,500 $187,000
Q2 2021 Jul 26, 2021	BUY	$40.83 - $43.68 $224,565 - $240,240	5,500 New	5,500 $752,000
Q2 2019 Jul 22, 2019	SELL	$33.9 - $36.88 $11,187 - $12,170	-330 Closed	0 $0
Q2 2018 Jul 30, 2018	BUY	N/A	330 New	330 $12,000

Others Institutions Holding DON

# of Institutions

437

Shares Held

41.3M

Call Options Held

500

Put Options Held

Bank Of America Corp Charlotte, NC

4.53M
Shares

$237 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.45M
Shares

$128 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.88M
Shares

$98.3 Million
0.04% of portfolio
Linscomb & Williams, Inc. Houston, TX

1.87M
Shares

$98 Million
4.55% of portfolio
Ubs Group Ag

1.66M
Shares

$86.8 Million
0.02% of portfolio

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About WISDOMTREE TR U.S. MIDCAP DIVI

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