Institutional & Family Asset Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$16.54 - $23.54 $42,177 - $60,027	-2,550 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	2,550 New	2,550 $70,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.24M
Shares

$80.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.2M
Shares

$78.6 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.97M
Shares

$70.5 Million
0.01% of portfolio
Ubs Group Ag

1.72M
Shares

$61.6 Million
0.01% of portfolio
Creative Planning Overland Park, KS

1.49M
Shares

$53.4 Million
0.05% of portfolio

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About WISDOMTREE TR U.S. SMALLCAP DI

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