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

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$45.6 - $48.78 $25,809 - $27,609	566 New	566 $26.5 Million
Q4 2023 Jan 24, 2024	BUY	$38.7 - $46.0 $1.29 Million - $1.53 Million	33,241 New	33,241 $728,000

Others Institutions Holding DON

# of Institutions

449

Shares Held

41M

Call Options Held

500

Put Options Held

Bank Of America Corp Charlotte, NC

4.38M
Shares

$242 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.46M
Shares

$136 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.41M
Shares

$133 Million
0.06% of portfolio
Linscomb & Williams, Inc. Houston, TX

1.86M
Shares

$103 Million
4.73% of portfolio
Ubs Group Ag

1.61M
Shares

$89.1 Million
0.02% of portfolio

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About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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