International Assets Investment Management, LLC Wisdomtree Tr U.S Transaction History

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$81.94 - $87.24 $13,520 - $14,394	165 New	165 $14 Million
Q4 2023 Jan 24, 2024	SELL	$73.7 - $83.0 $2.51 Million - $2.83 Million	-34,052 Reduced 71.52%	13,560 $165,000
Q3 2023 Oct 04, 2023	BUY	$77.8 - $83.01 $3.7 Million - $3.95 Million	47,612 New	47,612 $3.72 Million

Others Institutions Holding DHS

# of Institutions

223

Shares Held

5.72M

Call Options Held

Put Options Held

Cwm, LLC

911K
Shares

$85.9 Million
0.37% of portfolio
Wells Fargo & Company San Francisco, CA

427K
Shares

$40.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

393K
Shares

$37.1 Million
0.02% of portfolio
Linscomb & Williams, Inc. Houston, TX

357K
Shares

$33.6 Million
1.67% of portfolio
Cetera Investment Advisers Schaumburg, IL

350K
Shares

$33 Million
0.07% of portfolio

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About WISDOMTREE TR U.S

Ticker DHS
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