National Asset Management, Inc. Wisdomtree Tr U.S Total Divide Transaction History

National Asset Management, Inc.

$4.29 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	N/A	-3,578 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	N/A	1,789 Added 100.0%	3,578 $232,000
Q1 2021 May 13, 2021	BUY	N/A	1,789 New	1,789 $203,000

Others Institutions Holding DTD

# of Institutions

193

Shares Held

8.56M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.03M
Shares

$144 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.09M
Shares

$77.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

610K
Shares

$43.3 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

373K
Shares

$26.5 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

310K
Shares

$22 Million
0.05% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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