Occidental Asset Management, LLC Wisdomtree Tr Intl Quality Div Transaction History
Occidental Asset Management, LLC
- $530 Million
- Q1 2024
A detailed history of Occidental Asset Management, LLC transactions in Wisdomtree Tr Intl Quality Div stock. As of the latest transaction made, Occidental Asset Management, LLC holds 65,297 shares of IQDG stock, worth $2.42 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
65,297
Previous 63,935
2.13%
Holding current value
$2.42 Million
Previous $2.32 Million
7.2%
% of portfolio
0.47%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding IQDG
# of Institutions
112Shares Held
21.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.59MShares$133 Million0.01% of portfolio
-
One Capital Management, LLC Westlake Village, CA2.4MShares$89.2 Million3.5% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$88 Million0.01% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS1.31MShares$48.6 Million0.7% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.27MShares$46.9 Million2.62% of portfolio