Merriman Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$61.97 - $69.37 $5.53 Million - $6.19 Million	89,276 New	89,276 $6.16 Million
Q4 2021 Feb 01, 2022	SELL	$70.11 - $76.05 $3.79 Million - $4.11 Million	-54,043 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$72.88 - $79.21 $3.94 Million - $4.28 Million	54,043 New	54,043 $4.01 Million
Q1 2020 Apr 22, 2020	SELL	$42.11 - $71.71 $3.9 Million - $6.64 Million	-92,642 Closed	0 $0
Q4 2019 Jan 23, 2020	SELL	$62.06 - $71.66 $12,474 - $14,403	-201 Reduced 0.22%	92,642 $6.59 Million
Q3 2019 Oct 18, 2019	BUY	$63.1 - $64.95 $5.86 Million - $6.03 Million	92,843 New	92,843 $5.9 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-99,635 Closed	0 $0
Q1 2019 Apr 23, 2019	BUY	N/A	99,635 New	99,635 $6.56 Million

Others Institutions Holding DLS

# of Institutions

216

Shares Held

5.35M

Call Options Held

0

Put Options Held

0

Savant Capital, LLC

785K
Shares

$58.8 Million
0.39% of portfolio
Bip Wealth, LLC Atlanta, GA

283K
Shares

$21.2 Million
1.22% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

202K
Shares

$15.1 Million
1.29% of portfolio
Bank Of America Corp Charlotte, NC

197K
Shares

$14.7 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

178K
Shares

$13.3 Million
0.01% of portfolio

About WISDOMTREE TR INTL SMALL CAP D

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