Iht Wealth Management, LLC Wisdomtree Tr Intl Quality Div Transaction History

Iht Wealth Management, LLC

$2.59 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$33.22 - $35.34 $5,414 - $5,760	-163 Reduced 2.41%	6,610 $227,000
Q1 2023 May 15, 2023	BUY	$30.83 - $33.87 $208,811 - $229,401	6,773 New	6,773 $229,000

Others Institutions Holding IQDG

# of Institutions

112

Shares Held

21.1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.59M
Shares

$133 Million
0.01% of portfolio
One Capital Management, LLC Westlake Village, CA

2.4M
Shares

$89.2 Million
3.5% of portfolio
Bank Of America Corp Charlotte, NC

2.37M
Shares

$88 Million
0.01% of portfolio
Prime Capital Investment Advisors, LLC Overland Park, KS

1.31M
Shares

$48.6 Million
0.7% of portfolio
Hennion & Walsh Asset Management, Inc.

1.27M
Shares

$46.9 Million
2.62% of portfolio

About WISDOMTREE TR INTL QUALITY DIV

Ticker IQDG
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