International Assets Investment Management, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

International Assets Investment Management, LLC

$1.2 Trillion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$46.27 - $49.42 $925 - $988	20 New	20 $942,000
Q4 2023 Jan 24, 2024	BUY	$38.52 - $48.13 $36,555 - $45,675	949 New	949 $20,000

Others Institutions Holding DGRS

# of Institutions

122

Shares Held

5.02M

Call Options Held

100

Put Options Held

Private Wealth Strategies, L.L.C.

550K
Shares

$28.6 Million
5.29% of portfolio
Lpl Financial LLC Fort Mill, SC

502K
Shares

$26.1 Million
0.01% of portfolio
Hennion & Walsh Asset Management, Inc.

496K
Shares

$25.8 Million
1.21% of portfolio
Morgan Stanley New York, NY

412K
Shares

$21.4 Million
0.0% of portfolio
Ubs Group Ag

320K
Shares

$16.7 Million
0.0% of portfolio

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About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
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