Measured Wealth Private Client Group, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Measured Wealth Private Client Group, LLC

$309 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	N/A	-200 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	200 New	200 $10,000

Others Institutions Holding DOL

# of Institutions

100

Shares Held

8.09M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.69M
Shares

$160 Million
0.14% of portfolio
Huntington National Bank Columbus, OH

790K
Shares

$46.9 Million
0.32% of portfolio
Morgan Stanley New York, NY

693K
Shares

$41.2 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$21.5 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

360K
Shares

$21.4 Million
0.0% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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