Marino, Stram & Associates LLC Wisdomtree Tr Intl Largecap Di Transaction History

Marino, Stram & Associates LLC

$407 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	N/A	-120 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	N/A	-40 Reduced 25.0%	120 $6,000
Q4 2017 Mar 09, 2018	BUY	N/A	160	160 $8,000

Others Institutions Holding DOL

# of Institutions

97

Shares Held

8.27M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.8M
Shares

$150 Million
0.15% of portfolio
Huntington National Bank Columbus, OH

848K
Shares

$45.4 Million
0.34% of portfolio
Morgan Stanley New York, NY

531K
Shares

$28.4 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$19.4 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

361K
Shares

$19.3 Million
0.0% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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