Newton One Investments LLC Wisdomtree Tr Intl Largecap Di Transaction History

Newton One Investments LLC

$249 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	BUY	$43.94 - $49.34 $659 - $740	15 Added 0.64%	2,342 $115,000
Q3 2023 Oct 20, 2023	BUY	$45.36 - $48.51 $725 - $776	16 Added 0.69%	2,327 $106,000
Q2 2023 Jul 20, 2023	BUY	$45.64 - $48.69 $1,962 - $2,093	43 Added 1.9%	2,311 $109,000
Q1 2023 Apr 18, 2023	BUY	$44.28 - $47.87 $929 - $1,005	21 Added 0.93%	2,268 $105,000
Q4 2021 Jan 25, 2022	BUY	$46.91 - $49.68 $750 - $794	16 Added 0.72%	2,247 $111,000
Q3 2021 Oct 19, 2021	BUY	$47.54 - $50.87 $1,093 - $1,170	23 Added 1.04%	2,231 $106,000
Q2 2021 Jul 16, 2021	BUY	$47.77 - $51.41 $1,242 - $1,336	26 Added 1.19%	2,208 $109,000
Q1 2021 Apr 23, 2021	BUY	$45.63 - $48.02 $684 - $720	15 Added 0.69%	2,182 $103,000
Q4 2020 Jan 28, 2021	BUY	$39.37 - $46.23 $85,314 - $100,180	2,167 New	2,167 $100,000

Others Institutions Holding DOL

# of Institutions

95

Shares Held

8.12M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.72M
Shares

$137 Million
0.15% of portfolio
Huntington National Bank Columbus, OH

811K
Shares

$40.8 Million
0.32% of portfolio
Morgan Stanley New York, NY

557K
Shares

$28 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$18.2 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

340K
Shares

$17.1 Million
0.0% of portfolio

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