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

222

Shares Held

5.71M

Call Options Held

Put Options Held

Cwm, LLC

911K
Shares

$91.4 Million
0.37% of portfolio
Wells Fargo & Company San Francisco, CA

427K
Shares

$42.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

393K
Shares

$39.5 Million
0.02% of portfolio
Linscomb & Williams, Inc. Houston, TX

357K
Shares

$35.8 Million
1.67% of portfolio
Cetera Investment Advisers Schaumburg, IL

350K
Shares

$35.2 Million
0.07% of portfolio

View Full List

About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

More about DHS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of International Assets Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on International Assets Investment Management, LLC with notifications on news.

Account