Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree Tr Intl Quality Div Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.25 Billion
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 17, 2023	BUY	$31.67 - $35.14 $35,438 - $39,321	1,119 Added 13.55%	9,377 $300,000
Q2 2023 Jul 19, 2023	BUY	$33.22 - $35.34 $197,061 - $209,636	5,932 Added 255.03%	8,258 $284,000
Q1 2023 May 10, 2023	BUY	$30.83 - $33.87 $71,710 - $78,781	2,326 New	2,326 $78,000

Others Institutions Holding IQDG

# of Institutions

114

Shares Held

20.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.57M
Shares

$138 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.43M
Shares

$93.7 Million
0.01% of portfolio
One Capital Management, LLC Westlake Village, CA

2.35M
Shares

$90.8 Million
3.17% of portfolio
Hennion & Walsh Asset Management, Inc.

1.3M
Shares

$50.2 Million
2.55% of portfolio
Trilogy Capital Inc.

1.11M
Shares

$42.7 Million
2.26% of portfolio

View Full List

About WISDOMTREE TR INTL QUALITY DIV

Ticker IQDG
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